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Michael Russo is a registered investment advisor at Eagle Strategies LLC, based in Wall, NJ, with 12 years of industry experience. Michael 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B
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.
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Location
1963 State Rt 34, Suite 201, Wall, NJ, 07719
Get directionsHistory
Regulatory History (1)
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Financial
November 2019Final
Employment History
Current Registrations
Eagle Strategies LLC
March 2023 - Present · 3 yrs 6 mos
Nylife Securities LLCBroker
July 2022 - Present · 4 yrs 2 mos
Previous Registrations
Levco Securities, INC.Broker
September 2001 - July 2004 · 2 yrs 10 mos
Ust Financial Services CORP.Broker
September 1999 - September 2001 · 2 yrs
Gruntal & CO., L.L.C.Broker
May 1999 - August 1999 · 3 mos
Sanford C. Bernstein & CO., INC.Broker
November 1995 - May 1999 · 3 yrs 6 mos
State Registrations2 states
NJPA
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.