Daryl Ellis
Daryl Ellis is a CFP-designated registered investment advisor at Eagle Strategies LLC, based in Baton Rouge, LA, with 30 years of industry experience. Daryl 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
8280 Ymca Plaza Drive, Building 1, Baton Rouge, LA, 70810
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Daryl is appointed with various outside insurance carriers to broker non-registered insurance products and operates under the DBA "Ellis Insurance & Financial Group" to market financial products. He also owns Ellis2 LLC, which owns the building that serves as his detached office, and he rents the building from the LLC.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations30 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.