Sean Mccann
Sean Mccann is a registered investment advisor at Eagle Strategies LLC, based in Littleton, CO, with 34 years of industry experience. Sean 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
30 Fairway Lane, Littleton, CO, 80123
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Regulatory History (1)
Customer Dispute
November 2024Other Business ActivitiesSells Insurance
Sean is an insurance broker appointed with outside insurance carriers since 2002. He also owns 15% of House of Speed Holdings, LLC, a sports training franchise company, dedicating about 10-20% of his time to business and marketing operations, and is a partner in Axe Management, LLC, a holding company for an investment property, spending a few hours per week. Sean is also a shareholder in NYLARC Holding Company Inc, reinsuring life insurance, spending minimal time on this activity.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations14 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.