Bradley Dufrane
Bradley Dufrane is a registered investment advisor at Eagle Strategies LLC, based in Victor, NY, with 30 years of industry experience. Bradley 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
209 High Point Dr, Suite 310, Victor, NY, 14564
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2014Customer Dispute
October 2006Customer Dispute
October 2002Other Business Activities
Bradley is a co-owner of 5D Ventures LLC, which buys real estate for rental and resale, and also buys shares of racehorses; this takes a few hours per week. He also volunteers as a movie extra and is the owner of Little Billy and Beans, a children's book author, dedicating minimal time to each.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
New England SecuritiesBroker
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
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
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