Steven Belcher
Steven Belcher is a registered investment advisor at Eagle Strategies LLC, based in Fort Myers, FL, with 30 years of industry experience. Steven 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
2041 W First St, Fort Myers, FL, 33901
Get directionsHistory
Regulatory History (1)
Criminal
February 1988Other Business ActivitiesSells Insurance
Steven operates under several DBAs for selling New York Life products and services, and also brokers non-registered insurance products. He is also involved in executive benefits and compensation consulting, commercial real estate, a holding company reinsuring his life insurance policies, and a civic organization.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations8 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.