S. Nemec
S. Nemec is a registered investment advisor at Eagle Strategies LLC, based in Woodstock, MD, with 28 years of industry experience. S. 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
10901 Tompkins Way, Woodstock, MD, 21163
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2003Other Business ActivitiesSells Insurance
S. is an insurance broker for non-registered insurance products since 2019, dedicating minimal time to this activity. S. is also an investor in a restaurant, a volunteer at a hospice facility, and owns a beach rental property.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors, INC.
State Registrations4 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.