Donald Lippencott
Donald Lippencott is a registered investment advisor at Eagle Strategies LLC, based in E. Setauket, NY, with 42 years of industry experience. Donald 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
4 Technology Drive, Suite 260, E. Setauket, NY, 11733
Get directionsHistory
Regulatory History (4)
Customer Dispute
October 2016Customer Dispute
June 2003Customer Dispute
November 2002Customer Dispute
September 1998Other Business ActivitiesSells Insurance
Donald is an insurance broker with various outside insurance carriers via DBA Lippencott Financial Group. He also owns a horse farm and equestrian center, dedicating about a quarter of his time to it.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations29 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.