Advisor at Eagle Wealth Strategies
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Firm
Eagle Wealth Strategies
Location
Mullica Hill, NJ 08062
Credentials
Series 65
Industry experience
< 1 year
Charles Scogna is a financial advisor at Eagle Wealth Strategies with a Series 65 designation and two years of industry experience. Prior to joining Eagle Wealth Strategies, he worked at Association Headquarters, Deptford Township Schools, and Major League Baseball. Eagle Wealth Strategies is a SEC-registered advisory firm serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm uses fundamental analysis to manage diversified portfolios of low-cost mutual funds, ETFs, and individual equities, supplemented by third-party investment consulting and a range of additional investment options tailored to client objectives.
Based on Eagle Wealth Strategies
Based on Eagle Wealth Strategies
$0 - $250,000: 1.20% $250,001 - $1,000,000: 1.00% $1,000,001 - $1,500,000: 0.95% $1,500,001 - $2,000,000: 0.90% $2,000,001 - $2,500,000: 0.85% $2,500,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $7,500,000: 0.70% $7,500,001 - $8,500,000: 0.65% $8,500,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Account minimum: $500,000 Fee-only: Consulting fee up to 1.00% annually on assets under management for MSI Brokerage Customers with written consent.
118 Bridgeton Pike
Mullica Hill, NJ 08062
New Jersey
Eagle Wealth Strategies LLC
2024 - Present (2 years)
Association Headquarters
2021 - 2024 (3 years)
Deptford Township Schools
2018 - 2021 (3 years)
Major League Baseball
2016 - 2018 (2 years)
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