Paul Haye
Paul Haye is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Maumee, OH, with 43 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
1684 Woodlands Dr, Suite 105, Maumee, OH, 43537
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2009Other Business ActivitiesSells Insurance
Paul operates under the DBA name of Heritage Planners, selling New York Life products and services, as well as brokering non-registered insurance products. Paul owns this business, which is investment-related, since 2007.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.