Eagle Strategies provides financial planning and investment management services to individuals, businesses, and trusts. Eagle's services are offered through investment advisor representatives (IARs) who are also insurance agents and registered representatives of affiliated companies. Eagle offers financial plans, seminars, hourly advice, retirement plan programs, a co-advisory program, and a variable annuity product. Eagle does not provide legal, accounting, or tax advice.
Assets Under Management$25B
Clients111,361
Advisors2,404
Avg. per Client$230K
Avg. per Advisor$11M
www.eaglestrategies.com ·www.facebook.com/pages/eagle-strategies/1671533... ·www.linkedin.com/company/770585
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
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Location
2,404 Advisors at this firm
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