Mark Medairy
Mark Medairy is a registered investment advisor at Eagle Strategies LLC, based in Timonium, MD, with 42 years of industry experience. Mark 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
Timonium Ii Building 1954 Greenspring Drive, Suite 700, Timonium, MD, 21093
Get directionsHistory
Regulatory History (4)
Judgment / Lien
July 2019Judgment / Lien
November 2018Judgment / Lien
April 2013Judgment / Lien
August 1998Other Business ActivitiesSells Insurance
Mark is an insurance broker appointed with outside insurance carriers since 2001 and uses the DBA Camden Planning Group, LLC for all insurance related business with 25% ownership. He is also a board member for two committees within the Archdiocese of Baltimore, which are not investment related.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations12 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.