John Ermer
John Ermer is a registered investment advisor at Eagle Strategies LLC, based in North Bay Village, FL, with 29 years of industry experience. John 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
7900 Harbor Island Dr, 713, North Bay Village, FL, 33141
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2000Other Business ActivitiesSells Insurance
John is the Vice President of Dergan Jewelery, Inc. and volunteers for the MO. Archdiocese of Miami Development. He also brokers non-registered insurance products, sells New York Life products and services, serves as a chaplain for the Miami Dade Police Department, and owns a dormant photography studio and real estate investment business.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Private Ledger Financial Services, IncorporatedBroker
State Registrations4 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
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