Erin Fago
Advisor at Eagle Wealth Strategies
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Eagle Wealth Strategies
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Eagle Wealth Strategies
Location
Mullica Hill, NJ 08062
Credentials
ChFC®, Series 63, Series 65
Industry experience
4 years
Erin Fago is a financial advisor at Eagle Wealth Strategies with 4 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Eagle Wealth Strategies in 2023, Erin worked at Raymond James Financial Services and Merrill Lynch. Eagle Wealth Strategies is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a fundamentally driven investment approach using diversified model portfolios of low-cost mutual funds, ETFs, and individual equities with a long-term orientation, supplemented by an independent third-party investment consultant.
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
2023 - Present (3 years)
Raymond James Financial Services Advisors, Inc.
2022 - 2023 (1 year)
Raymond James Financial Services Inc
2022 - 2023 (1 year)
Merrill
2021 - 2022 (1 year)
Beachwood at the Dunes (MRG Liquors)
2020 - 2020 (1 year)
Marine Equipment & Supply Co.
2020 - 2020 (1 year)
UNEMPLOYED
2019 - 2020 (1 year)
Beachwood at the Dunes (MRG Liquors)
2019 - 2019 (1 year)
UNEMPLOYED
2018 - 2019 (1 year)
Doc Magrogan's Oyster House (MRG Liquors)
2018 - 2018 (1 year)
Harvest Seasonal Grill and Wine Bar
2017 - 2018 (1 year)
Vino Volo
2016 - 2017 (1 year)
The Wine Cellar at Harry's (Montreal Resort)
2016 - 2016 (1 year)
Artex Knitting Mills
2015 - 2016 (1 year)
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