Stacy Hoffman
Stacy Hoffman is a registered investment advisor at Eagle Strategies LLC, based in Old Bridge, NJ, with 35 years of industry experience. Stacy 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
79 Browning Terrace, Old Bridge, NJ, 08857
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 1999Customer Dispute
June 1995Other Business Activities
Stacy is a distributor and health coach for Isagenix, a health and wellness company. She dedicates minimal time to this activity.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLC
Nylife Securities LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
Santander Securities
Santander Securities LLCBroker
LPL Financial LLCBroker
Ifmg Securities, INC.Broker
Essex National Securities, INC.Broker
Essex National Securities, INC.Broker
First Albany CorporationBroker
Dime Securities of Ny, INC.Broker
Invest Financial CorporationBroker
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.
Exams
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