Joseph Donaldson
Joseph Donaldson is a registered investment advisor at Eagle Strategies LLC, based in Montgomery, AL, with 42 years of industry experience. Joseph 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
4121 Carmichael Road, Suite 501, Montgomery, AL, 36106
Get directionsHistory
Regulatory History (1)
Financial
July 2018Other Business ActivitiesSells Insurance
Joseph is an insurance broker appointed with various outside insurance carriers since 2004. He also invests in raw land through Partners 80, LLC, dedicating minimal time as a 25% owner, and serves as a director/board member for Faulkner University, attending meetings a few times per year.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations5 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.