James Healy
James Healy is a registered investment advisor at Eagle Strategies LLC, based in Milwaukee, WI, with 40 years of industry experience. James 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
135 South 84th St, Suite 400, Milwaukee, WI, 53214
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 1988Other Business ActivitiesSells Insurance
James is involved in insurance brokering with outside carriers, focusing on non-registered insurance products. This activity takes about a quarter of his time.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Piper, Jaffray & Hopwood IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations8 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.