Larry Botts
Larry Botts is a registered investment advisor at Eagle Strategies LLC, based in Lexington, KY, with 52 years of industry experience. Larry 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
444 Lewis Hargett Circle, Suite 115, Lexington, KY, 40503
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
Larry operates under the DBAs Wealth Coach of Kentucky and Larry Botts and Associates, and is involved in various businesses including real estate, telecommunications, selling logs, and homebuilding. He also sells insurance products through Generation Strategies, LLC and as an insurance broker.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
New York Life Variable Contracts CorporationBroker
State Registrations8 states
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