WM
ChFC
WM
ChFC

William Mangano

43 Years of Experience
Columbiana, OH
3 DisclosuresBrokerSells Insurance

William Mangano is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Columbiana, OH, with 43 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 133,900 clients with $32B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2490 advisors
Number of Clients
133,900 clients
Average Client Portfolio
$239K average
Assets Under Management
$32.0B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)

Eagle Strategies offers investment management through several programs where fees vary depending on the specific platform and services selected:

  • Retirement Plan Consulting Program — annual fees generally range up to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • ERISA Investment Manager Program — annual fees generally range from 0.05% to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • Co-Advisory Program — Eagle Strategies charges fees ranging from 0% to 1.25% of assets under management, which are paid in addition to the co-adviser's fees.
  • New York Life Premier Advisory Variable Annuity — advisory fees range from 0% to 1% of the policy's accumulation value per year.
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Location

225 E State Route 14, Suite 103, Columbiana, OH, 44408

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2024
Settled
Customer Dispute
June 2010
Settled
Customer Dispute
March 2009
Denied
Other Business ActivitiesSells Insurance

William is an insurance broker for non-registered insurance products since 2002. He is also an officer (treasurer) of the James Place Condominium Association, spending minimal time on it.

Employment History
Current Registrations
Eagle Strategies LLC
October 2004 - Present · 22 yrs
Nylife Securities LLCBroker
August 1983 - Present · 43 yrs 2 mos
State Registrations9 states
CAFLGAMDNVOHPASCTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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