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Sean Mccann

Eagle Strategies LLC
35 Years of Experience
Denver, CO
1 DisclosureBrokerSells Insurance
View SEC Summary
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Sean Mccann is a registered investment advisor at Eagle Strategies LLC, based in Denver, CO, with 35 years of industry experience. Sean 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

2000 S Colorado Blvd, Tower 2, Suite 1100, Denver, CO, 80222

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History

Regulatory History (1)
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Customer Dispute
November 2024
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
October 2001 - Present · 25 yrs
Nylife Securities LLCBroker
September 1991 - Present · 35 yrs 1 mo
State Registrations15 states
AKAZCACOFLGAKSMAMINENMNYTXUTWA
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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