Nancy Hertwig
Nancy Hertwig is a registered investment advisor at Eagle Strategies LLC, based in Clinton, TN, with 36 years of industry experience. Nancy 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
Clinton, TN
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Regulatory History (1)
Customer Dispute
February 2010Other Business ActivitiesSells Insurance
Nancy is an insurance broker appointed with various outside insurance carriers, dedicating minimal time to this. She also co-owns rental property, purchases and rehabilitates real estate, is on the endowment committee for her church, is an officer for the Knoxville Estate Planning Council, and is a board member for her church.
Employment History
Previous Registrations
Eagle Strategies LLC
State Registrations1 state
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.