Louis Margro
Louis Margro is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Jericho, NY, with 27 years of industry experience. Louis 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 Jericho Quadrangle, Suite 325, Jericho, NY, 11753
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2006Other Business ActivitiesSells Insurance
Louis brokers health, life, fixed annuities, disability, property, and casualty insurance products with outside carriers. He also operates under the DBA name of Summit Wealth Solutions & Insurance Services for selling New York Life products and services, and is a shareholder in NYLARC Holding Company, Inc.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations6 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.