Eagle Strategies LLC

Wealth Management Firm in Platteville, WI

Firm Info
Address: 1250 US-151 BUS, Platteville, WI 53818, USA
Phone: (608) 348-5791

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)

Get Connected with a Financial Advisor

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Eagle Strategies LLC Overview

Eagle Strategies LLC is a fee-based registered investment advisory firm that specializes in investment advice only. Since its inception in 1988, the firm has built a reputation for providing clients with high-quality financial planning and portfolio management services. Headquartered in New York, NY, Eagle Strategies LLC is able to cater to the needs of clients from all walks of life. In addition to financial planning and portfolio management, the firm also offers pension consulting services, selection of other advisors, publication of periodicals or newsletters, and educational seminars and workshops. The team at Eagle Strategies LLC is committed to providing clients with the information and guidance they need to make sound investment decisions. Eagle Strategies LLC is dedicated to helping individuals and small businesses manage their finances with confidence. With a focus on investment advice only, clients can trust that the firm's recommendations are always in their best interest. Eagle Strategies LLC offers an array of services that can be customized to meet the specific needs of each client, ensuring that their financial goals are achieved.

EAGLE STRATEGIES LLC is a financial services provider catering to a diverse group of clients. They serve individuals, high net worth individuals, charitable organizations, and other corporation types not listed. Their extensive client portfolio demonstrates their ability to handle a broad range of client needs and preferences. Regarding fee structures, EAGLE STRATEGIES LLC provides its services through the following fee options offered depending on the service provided. Firstly, the firm charges a percentage of the Assets Under Management (AUM) of the client as a fee for their investment advisory services. On the other hand, for other services provided, they charge an hourly rate, basing their charges per unit time. Alternatively, EAGLE STRATEGIES LLC may also provide services for a fixed fee, which may be more cost-effective for clients with specific needs. The variety of fee structures available highlights the firm's flexibility in catering to its clients' different financial requirements.

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 is unclear what the firm's investment minimum is at this time.

How This Office Can Help Platteville, WI Residents

Eagle Strategies LLC is a financial planning and management firm that helps individuals achieve financial stability and success. With a team of experienced financial advisors, Eagle Strategies offers personalized financial planning services tailored to the specific needs and goals of each client. For individuals living in Platteville, WI, there are a range of financial situations that may require assistance from Eagle Strategies. This might include retirement planning, investment management, debt reduction, estate planning, tax optimization, and more. By working with an experienced advisor at Eagle Strategies, clients can gain the knowledge and support needed to effectively manage their finances and build a strong financial future.

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 1250 US-151 BUS, Platteville, WI 53818, USA
Phone (608) 348-5791
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.