John Ginn is a registered investment advisor at Eagle Strategies LLC, based in Palatka, FL, with 42 years of industry experience. John 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
421 St. Johns' Avenue, Suite 3, Palatka, FL, 32177
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is the owner/director of Ginn Financial Group, Inc., dedicating about a quarter of his time to this role. He also owns an apartment complex and land for real estate development, and is a limited partner in a family real estate partnership, spending minimal time on each of these activities. Finally, John is an officer of Friends Of the Summerhaven River, spending a few hours per week on this role.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations2 states
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