Paul Szkotak
Paul Szkotak is a registered investment advisor at Eagle Strategies LLC, based in Horsham, PA, with 4 years of industry experience. Paul 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
100 Witmer Road, Suite 100, Horsham, PA, 19044
Get directionsHistory
Regulatory History (1)
Financial
November 2021Other Business ActivitiesSells Insurance
Paul owns Main Street Fine Homes, a rental property management company, since 2013, dedicating about 10-20% of his time. He also works as an insurance broker and is a board member for NAIFA, each taking a few hours per week.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations3 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.