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Mark Medairy

Eagle Strategies LLC
42 Years of Experience
Timonium, MD
4 DisclosuresBrokerSells Insurance
View SEC Summary
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Mark Medairy is a registered investment advisor at Eagle Strategies LLC, based in Timonium, MD, with 42 years of industry experience. Mark 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.

Eagle Strategies LLC
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.
View Full SEC Brochure

Location

Timonium Ii Building 1954 Greenspring Drive, Suite 700, Timonium, MD, 21093

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History

Regulatory History (4)
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Judgment / Lien
July 2019
Judgment / Lien
November 2018
Judgment / Lien
April 2013
Judgment / Lien
August 1998
View Full SEC ReportHow to Read Disclosures
Other 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
February 1998 - Present · 28 yrs 8 mos
Nylife Securities LLCBroker
March 1984 - Present · 42 yrs 7 mos
State Registrations12 states
CACODEFLGAMAMDNCNYOHPAVA
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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