Eagle Strategies LLC

Financial Advisor in Peabody, MA

Firm Info
Address: 150 Andover St #7b, Danvers, MA 01923, USA
Phone: (978) 854-6389

Firm Size
Assets Under Management: $18.1 billion
# of Advisors: 1,833
# of Clients: 84,457
Client to Advisor Ratio: 46:1
Average Account Size: $214,423
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Eagle Strategies LLC Overview

EAGLE STRATEGIES LLC is a New York-based investment advisory firm that has been providing exceptional financial guidance and management services since its inception in 1988. With a focus on investment advice, the firm has earned a reputation for its expertise in financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisors. As a fee-based firm, EAGLE STRATEGIES LLC is committed to providing comprehensive financial solutions at reasonable costs. The firm’s services are tailored to the unique needs of each client and include the publication of periodicals or newsletters, as well as educational seminars and workshops. This commitment to ongoing education and communication is designed to keep clients informed and engaged in the management of their financial futures. The experienced team of advisors at EAGLE STRATEGIES LLC is dedicated to helping clients achieve their financial goals while minimizing risks. They work closely with clients to create customized strategies using the latest tools and technology available. Their knowledge and expertise have made them one of the most trusted investment advisory firms in the industry, with a track record of success that spans over three decades.

EAGLE STRATEGIES LLC is a top-notch financial advisory firm that caters to a diverse range of clients. From individuals to high net worth individuals, charitable organizations, and various other corporation types, they provide customized solutions to their clients based on their unique requirements. Clients can expect comprehensive guidance on investment management, estate planning, retirement planning, tax planning, and risk management, among others, compounded with a thorough understanding of their investment profile and personal goals. When it comes to fee structures, EAGLE STRATEGIES LLC prides itself on its transparency and flexibility. Clients can choose from a range of fee structures based on the service they opt for. For instance, individuals can opt for fixed fees, while high net worth individuals can avail of a percentage of AUM fee structure. Similarly, those who require periodic financial advice can select an hourly fee structure. Regardless of the chosen fee structure, clients can rest assured that EAGLE STRATEGIES LLC's services are reasonably priced and tailored to their specific needs, with no hidden fees or charges.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Eagle Strategies LLC, there is no mention of an investment minimum. Therefore, it can be assumed that the firm does not require any specific minimum investment amount from its clients. However, potential investors are advised to consult with the firm directly or seek the advice of a financial advisor before investing, to determine the most appropriate investment level and the associated risks and fees.

How This Office Can Help Peabody, MA Residents

Eagle Strategies LLC is a financial planning and wealth management firm that provides tailored solutions to clients in Peabody, MA. The professionals at Eagle Strategies LLC understand that each client has unique financial circumstances and goals, and they work closely with each client to develop a comprehensive financial plan that addresses their specific needs. Peabody is a vibrant city with a diverse population, and its residents face a variety of financial challenges. For example, many Peabody residents are first-time homebuyers who need guidance on how to navigate the buying process and secure an affordable mortgage. Others may be establishing their careers and need help navigating the complexities of student loan debt and retirement savings. Still, others may be nearing retirement age and need assistance in creating a sustainable retirement income plan. Whatever financial situation one may be facing in Peabody, the professionals at Eagle Strategies LLC are prepared to assist them in achieving their financial goals.

To view the Minimum Investment and Fee Schedule for Eagle Strategies LLC, visit their Part 2 Brochure.

Services Offered by Eagle Strategies LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Eagle Strategies LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 150 Andover St #7b, Danvers, MA 01923, USA
Phone (978) 854-6389
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 51 MADISON AVENUE, 12TH FLOOR, NEW YORK, NY 10010, United States

This firm has no other locations.

State Registrations

Eagle Strategies LLC is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

Eagle Strategies LLC does not have any disclosures. Please visit it's Form ADV for more details.