Harold Bourque is a registered investment advisor at Eagle Strategies LLC, based in Saddle Brook, NJ, with 37 years of industry experience. Harold 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
250 Pehle Ave, Ste 900, Saddle Brook, NJ, 07663
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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 Activities
Harold is an investor at Green Key Partners, LP, focusing on event-driven opportunities. He dedicates minimal time to this activity.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Elevation, LLCBroker
Olivetree Financial, LLCBroker
Knight Capital Americas LLCBroker
Knight Capital Americas, L.P.Broker
Citigroup Global Markets INC.Broker
Salomon Brothers INC.Broker
Smith Barney INC.Broker
UBS Securities INC.Broker
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.