John Natoli is a CFP, ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Charlotte, NC, with 28 years of industry experience. John 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
14819 Ballantyne Village Way, Suite 1100, Charlotte, NC, 28277
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Mutual of Omaha Investor Services, INC.Broker
Mutual of Omaha Investor Services, INC.
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Mony Securities CorporationBroker
The Advisors Group, INC.Broker
State Registrations3 states
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