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Jesse Crispe

Eagle Strategies LLC
31 Years of Experience
Castle Pines, CO
4 DisclosuresBrokerSells Insurance
View SEC Summary
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Jesse Crispe is a registered investment advisor at Eagle Strategies LLC, based in Castle Pines, CO, with 31 years of industry experience. Jesse 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

Castle Pines, CO

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2005
Denied
Customer Dispute
September 2003
Settled
Customer Dispute
April 2003
Denied
Customer Dispute
April 2001
Withdrawn
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jesse works as an insurance broker, appointed with outside carriers to broker non-registered insurance products, since 1998. This activity requires minimal time.

Employment History
Current Registrations
Eagle Strategies LLC
October 2022 - Present · 4 yrs
Nylife Securities LLCBroker
June 1995 - Present · 31 yrs 4 mos
State Registrations14 states
ALAZCACOFLHIINMINCNHOHSCWAWY
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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