William Hagerty
William Hagerty is a registered investment advisor at Eagle Strategies LLC, based in Roseville, CA, with 30 years of industry experience. William 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
2999 Douglas Blvd, Suite 350, Roseville, CA, 95661
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2022Other Business ActivitiesSells Insurance
William is an insurance broker appointed to various outside insurance companies since 2000, spending minimal time on this activity. He is also a board member for Children's Miracle Network - UC Davis Children's Hospital since 2011, dedicating minimal time to networking and event planning.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations11 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.