Walter May
Walter May is a CFP, ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Fort Worth, TX, with 38 years of industry experience. Walter 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
777 Main Street, Suite 3800, Fort Worth, TX, 76102
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2003Other Business ActivitiesSells Insurance
Walter is an insurance broker for non-registered insurance products and receives mineral checks for natural gas production. He also works as a ferry pilot, owns an airplane through CT Aviation, LLC, and is involved with the Boy Scouts of America, the Mid-Cities Joint Airport Zoning Board, and the Arlington Sunrise Rotary Club.
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.