Christopher Battersby
Christopher Battersby is a CFP-designated registered investment advisor at Eagle Strategies LLC, based in Waltham, MA, with 37 years of industry experience. Christopher 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
201 Jones Road, 5th Floor, Waltham, MA, 02451
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2002Other Business ActivitiesSells Insurance
Christopher is a financial planning partner at Atlantic Planning Group, LLC since 1998, dedicating full-time hours to preparing, presenting, and monitoring financial plans for clients. He also operates under the DBA name of Atlantic Planning Group LLC for financial planning and selling New York Life products and services, as well as brokering non-registered insurance products.
Employment History
Current Registrations
Eagle Strategies LLC
Atlantic Planning Group, LLC
Nylife Securities LLCBroker
Previous Registrations
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
Integrated Resources Equity CorporationBroker
State Registrations25 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.