Advisor at Eagle Strategies (NY Life)
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 Strategies (NY Life)
Location
Orwell, VT
Credentials
Series 63, Series 66
Industry experience
8 years
$0+: Up to 0.80% annually (Retirement Plan Consulting Program, negotiable, may be tiered) $0+: 0.05% to 0.80% annually (ERISA Investment Manager Program, negotiable, may be tiered) $0+: 0% to 1.25% annually (Co-Advisory Program, negotiable) $0+: 0% to 1.00% annually (New York Life Premier Advisory Variable Annuity, negotiable)
Commissions and other compensation may be received by IARs acting as insurance agents or registered representatives for insurance, annuities, and securities products sold separately from advisory services.
Hourly fee-based advice generally ranges from $100 to $400 per hour, negotiable.
Ongoing Subscription Agreement for financial planning services with fees agreed for up to five years; payment options include annual, monthly or quarterly installments.
Fee-only: Financial planning fees range from $500 to $35,000 per plan; hourly advice fees $100 to $400 per hour; seminar fees $35 to $200 per attendee; Foundational Analysis is free.
JCOHEN Financial
2023 - Present (3 years)
Eagle Strategies LLC
2022 - Present (4 years)
NYLIFE Securities LLC
2017 - Present (9 years)
New York Life Insurance Co.
2016 - Present (10 years)
Addison County Parent Child Center
2015 - 2016 (1 year)
Castleton University
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 63, Series 65
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Primerica Advisors
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Brandon, VT
Primerica Advisors
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OSAIC
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