Adam Kyle Dorman

Eagle Strategies LLC

11 Years of Experience

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Firm Information

Eagle Strategies LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

2253 advisors

Number of Clients

111,361 clients

Average Client Portfolio

$228K average

Assets Under Management

$25.4B

Fee Structure

This brochure describes various advisory programs offered by Eagle Strategies. Fees and compensation details can be found in Eagle's Firm Disclosure Brochure at https://www.eaglestrategies.com/disclosures/. The brochure also mentions 12b-1 fees and shareholder service fees that may be received by NYLIFE Securities and credited to client accounts.

View Full Brochure on SEC

Areas of Practice

Investment ManagementFinancial Planning & Coaching

Advisor Information

Office location

816 A 1 A North Suite 208, Ponte Vedra Beach, FL, 32082-3219

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.