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Michael Corrigan

35 Years of Experience
Estero, FL
1 DisclosureBrokerSells Insurance

Michael Corrigan is a registered investment advisor at Eagle Strategies LLC, based in Estero, FL, with 35 years of industry experience. Michael 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

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.
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Location

Estero, FL

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History

Regulatory History (1)
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Customer Dispute
September 2005
Closed-No Action
Other Business ActivitiesSells Insurance

Michael is appointed with various outside insurance carriers to broker non-registered insurance products.

Employment History
Current Registrations
Eagle Strategies LLC
October 2014 - Present · 11 yrs 7 mos
Nylife Securities LLCBroker
June 1993 - Present · 32 yrs 11 mos
Previous Registrations
Edward D. Jones & CO., L.P.Broker
February 1992 - March 1992 · 1 mo
Kemper Securities Group, INC.Broker
September 1990 - September 1990 · 0 mos
Prescott, Ball & Turben, INC.Broker
May 1990 - September 1990 · 4 mos
Shearson Lehman Hutton INC.Broker
May 1990 - June 1990 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1988 - May 1990 · 1 yr 11 mos
Shearson Lehman Hutton INC.Broker
September 1987 - July 1988 · 10 mos
State Registrations5 states
CAFLILINND
AdvisorBrokerBoth

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
No exam information available for this advisor.