Randall Hart
Randall Hart is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Columbiana, OH, with 34 years of industry experience. Randall 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
225 E State Route 14, Suite 101, Columbiana, OH, 44408
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2011Other Business ActivitiesSells Insurance
Randall operates under the DBA name RDH Financial Group, Ltd. for selling New York Life products and brokering non-registered insurance products, and also owns RDH Financial Group, Ltd. for tax preparation. Additionally, Randall is involved in various businesses including rental real estate, personnel services, payroll services, and industrial staffing, and is a choir director and board member of an antique boat club.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations23 states
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