Eagle Strategies LLC
Answer a few questions and
get matched with an advisor.
Learn more about Eagle Strategies LLC
Overview
Eagle Strategies LLC is located at 51 Madison Avenue, New York, NY. The firm employs 1,982 financial advisors to manage client portfolios and provide financial guidance. Eagle Strategies LLC is not a registered broker-dealer.
Eagle Strategies LLC oversees $20.4 billion in assets under management across 95,287 accounts, of which 2,652 are discretionary and 92,635 are non-discretionary. Over the past year, the firm has provided financial planning services to 3,000 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The firm caters to retail investors, high net worth investors, charitable organizations, and corporations, with retail investors being the largest client type by accounts. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees. The firm has 17,247 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, trust company, accountant or accounting firm, insurance company or agency, and commodity pool advisor.
Eagle Strategies LLC is registered in the states of Alabama, Arizona, Arkansas, Connecticut, Delaware, District of Columbia, Alaska, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming, North Dakota, and Louisiana.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Eagle Strategies LLC by the Numbers
$20.4 billion
2,567
95,287
$213.6 thousand
Products and Services
Eagle Strategies LLC offers multiple financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. In the past financial year, Eagle Strategies LLC provided financial planning services to 3000 of its customers. The Company is not involved in selling products or offering services other than investment advice to its investment advisory accounts.
Core Advisor Services
-
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
-
Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors usually vary depending on the services offered. Fees charged by Eagle Strategies LLC most likely consist of some combination of the following fee types: asset-based, hourly, or fixed. The firm participates in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm provides services to retail investors, high net worth investors, charitable organizations, and corporations. Out of its 4 clients, Eagle Strategies LLC's biggest client type by number of accounts is retail investors, but it also manages money for 17247 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of at least $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 18.1%
- Other Individuals - 81.16%
- Corporations - 0.53%
- Charitable Organizations - 0.2%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
SmartAsset’s free advisor matching tool makes it easier to find a vetted advisor so you can make an informed decision and choose one that you feel best suits your individual needs. Click here to find your advisor matches today.
Disclosures
Eagle Strategies LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find an advisor that will serve your area
SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to find your advisor matches today.
Financial Advisors at Eagle Strategies LLC
Scottsdale, AZ
Fremont, CA
Pensacola, FL
Gillette, WY
Frisco, TX
Renton, WA
Oklahoma City, OK
Glendale, CA
Newport Beach, CA
Find an advisor who will work directly with you
SmartAsset’s free advisor matching tool makes it easier to find a vetted advisor so you can make an informed decision and choose one that you feel best suits your individual needs. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.