Timothy Fitzgerald
Timothy Fitzgerald is a registered investment advisor at Eagle Strategies LLC, based in Shreveport, LA, with 40 years of industry experience. Timothy 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
624 Texas St, Suite 102, Shreveport, LA, 71101
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2023Customer Dispute
March 2009Customer Dispute
August 2008Other Business ActivitiesSells Insurance
Timothy is involved in insurance brokering and sells New York Life products and services, dedicating about half of his time to these activities. He also owns Rainbow Farms (breeds, boards, buys and sells horses), is a board member of Shreveport Youth Boxing Club, and has ownership in several LLCs including TFG Properties, MILMARCO, TFG Aviation, Las'port Elite, Tim FitzGerald & Associates, and Milescare.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations15 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.