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 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
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.