Eagle Strategies LLC
Assets Under Management
$25.4B
Number of Clients
111,361
Number of Advisors
2253
Average Client AUM
$228K
AUM per Advisor
$11.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Eagle Strategies LLC provides financial planning and investment management services through its investment advisor representatives (IARs). They offer several Lifetime Wealth Portfolios (LWP) Programs, including Fund Advisory, Separately Managed Account, Representative Directed, Unified Managed Account, and Alternative Investments, as well as the Eagle Strategies Prosper Portfolios Program. Services are tailored to clients' investment objectives and risk tolerance.
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.
Areas of Practice
Location
51 Madison Avenue, 12th Floor, New York, NY, 10010