William Mangano
William Mangano is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Columbiana, OH, with 42 years of industry experience. William 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
225 E State Route 14, Suite 103, Columbiana, OH, 44408
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2024Customer Dispute
June 2010Customer Dispute
March 2009Other 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
Nylife Securities LLCBroker
State Registrations9 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.