Michael Broderick
Michael Broderick is a registered investment advisor at Eagle Strategies LLC, based in Waltham, MA, with 38 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
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
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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 ActivitiesSells Insurance
Michael is a financial planning partner at Atlantic Planning Group LLC, where he prepares, presents, and monitors financial plans for clients full-time. He also operates under the DBA name of Atlantic Planning Group LLC for financial planning, selling New York Life products and 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
State Registrations23 states
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