Christopher Hassett
Christopher Hassett is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Charlotte, NC, with 31 years of industry experience. Christopher 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
14819 Ballantyne Village Way, Suite 1100, Charlotte, NC, 28277
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher works as an insurance broker, brokering non-registered insurance products since 2014. He also serves as a board member and secretary for the Giverny Neighborhood HOA, dedicating minimal time to this role.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLC
Nylife Securities LLCBroker
Previous Registrations
Mutual of Omaha Investor Services, INC.Broker
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.
Exams
More Advisors
- Wendell Stallings, CFP, ChFCEagle Strategies LLC
- Ashley JohnstonEagle Strategies LLC
- Calvin Holmes, ChFCEagle Strategies LLC
- John Natoli, CFP, ChFCEagle Strategies LLC
- Kelli Little, ChFCEagle Strategies LLC
- Charles Bevan, CFPCharles Schwab & CO., INC.