William Schafer
William Schafer is a registered investment advisor at Eagle Strategies LLC, based in Oxford, OH, with 37 years of industry experience. William 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
5995 Fairfield Road, Suite 1, Oxford, OH, 45056
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2012Other Business ActivitiesSells Insurance
William is an insurance broker appointed with outside carriers to broker non-registered insurance products since 2001, operating under Bailey & Associates Inc. He also plays guitar in a 20-piece band, dedicating a few hours per week to this non-investment-related activity.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations2 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.