Jeffrey Knight
Jeffrey Knight is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Coral Springs, FL, with 41 years of industry experience. Jeffrey 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
5411 University Drive, Coral Springs, FL, 33067
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2016Customer Dispute
January 2011Customer Dispute
February 2010Other Business ActivitiesSells Insurance
Jeffrey operates under the DBA names Knight Benefits Group and Wealth Retention Group for brokering non-registered insurance products and selling New York Life products/services. He also owns rental property and is a partner in Coconut Creek Hotel M-RI, LLLP, and a board member for Coral Springs Professional Campus Master and Sub II.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations7 states
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