Joseph Crotty
Joseph Crotty is a CFP-designated registered investment advisor at Eagle Strategies LLC, based in Dublin, OH, with 28 years of industry experience. Joseph 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
Dublin, OH
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2008Other Business ActivitiesSells Insurance
Joseph is an insurance broker for non-registered insurance products through Crotty & Associates, LLC, and also brokers property and casualty insurance. He also owns JC Enterprises LLC, a holding company for real estate, and is involved with OPM Enterprises, LLC, C & C Midwest Group, LLC, and Iguana Properties LLC for real estate rehabs and rental properties.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations5 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.