Steven Block
Steven Block is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Deerfield, IL, with 17 years of industry experience. Steven 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
1650 Lake Cook Road, Suite 500, Deerfield, IL, 60015-4747
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven operates under the DBA Blockwall Strategies, Inc. to sell New York Life products and services and broker non-registered insurance products since 2015. He also works as an insurance broker, appointed with outside carriers, dedicating about a quarter of his time to this activity, including time during securities trading hours.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations22 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.
Exams
More Advisors
- Todd Oldham, CFPEagle Strategies LLC
- Johnathan WorrellsEagle Strategies LLC
- Norman JanisEagle Strategies LLC
- Ronald DicksteinEagle Strategies LLC
- George Costakis, ChFCEagle Strategies LLC
- Jeffrey GraffEagle Strategies LLC