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Gail Kincannon

Eagle Strategies LLC
36 Years of Experience
Austin, TX
4 DisclosuresBrokerSells Insurance
View SEC Summary
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Gail Kincannon is a registered investment advisor at Eagle Strategies LLC, based in Austin, TX, with 36 years of industry experience. Gail is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 133,900 clients with $32B in assets under management.

Eagle Strategies LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2490 advisors
Number of Clients
133,900 clients
Average Client Portfolio
$239K average
Assets Under Management
$32.0B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)

Eagle Strategies offers investment management through several programs where fees vary depending on the specific platform and services selected:

  • Retirement Plan Consulting Program — annual fees generally range up to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • ERISA Investment Manager Program — annual fees generally range from 0.05% to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • Co-Advisory Program — Eagle Strategies charges fees ranging from 0% to 1.25% of assets under management, which are paid in addition to the co-adviser's fees.
  • New York Life Premier Advisory Variable Annuity — advisory fees range from 0% to 1% of the policy's accumulation value per year.
View Full SEC Brochure

Location

6200 Bridge Point Parkway, Bldg Iv Suite #300, Austin, TX, 78730

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History

Regulatory History (4)
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Customer Dispute
July 2018
Denied
Judgment / Lien
July 2017
Customer Dispute
May 2008
Settled
Customer Dispute
December 2003
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gail works as an insurance broker with outside carriers since 2002, dedicating a few hours per week. She also owns The Ranier Financial Group, LLC since 2009 and inherited mineral ownership in Oklahoma since 2013, spending minimal time on the latter.

Employment History
Current Registrations
Eagle Strategies LLC
January 1999 - Present · 27 yrs 9 mos
Nylife Securities LLCBroker
July 1993 - Present · 33 yrs 3 mos
Previous Registrations
American Express Financial Advisors INC.Broker
August 1990 - May 1993 · 2 yrs 9 mos
Ids Life Insurance CompanyBroker
August 1990 - May 1993 · 2 yrs 9 mos
J. W. Gant & Associates, INC.Broker
September 1989 - July 1990 · 10 mos
State Registrations3 states
NCNVTX
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.
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