Rick Stivers
Rick Stivers is a registered investment advisor at Eagle Strategies LLC, based in Due West, SC, with 36 years of industry experience. Rick 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
Due West, SC
Get directionsHistory
Regulatory History (2)
Regulatory
March 2022Customer Dispute
March 2001Other Business ActivitiesSells Insurance
Rick brokers non-registered insurance products with multiple carriers and operates under the DBA name Lens Financial & Insurance Solutions to sell New York Life products. He also owns two rental units in Myrtle Beach, provides consulting services to New York Life, and is a director for Aiden Foundation.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations3 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.