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EA
ChFC
EA
ChFC

Eric Anderson

Eagle Strategies LLC
29 Years of Experience
Salem, OR
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Eric Anderson is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Salem, OR, with 29 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 133,900 clients with $32B in assets under management.

Eagle Strategies LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2490 advisors
Number of Clients
133,900 clients
Average Client Portfolio
$239K average
Assets Under Management
$32.0B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)

Eagle Strategies offers investment management through several programs where fees vary depending on the specific platform and services selected:

  • Retirement Plan Consulting Program — annual fees generally range up to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • ERISA Investment Manager Program — annual fees generally range from 0.05% to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • Co-Advisory Program — Eagle Strategies charges fees ranging from 0% to 1.25% of assets under management, which are paid in addition to the co-adviser's fees.
  • New York Life Premier Advisory Variable Annuity — advisory fees range from 0% to 1% of the policy's accumulation value per year.
View Full SEC Brochure

Location

500 Liberty St Se, Suite 500, Salem, OR, 97301

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2024
Settled
Customer Dispute
June 2023
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Eric works as an insurance broker, spending a few hours per week brokering non-registered insurance products. He is also an officer for Brothers of Valor, Inc. and The REC, Inc., spending about 10-20% of his time on mentoring and board-related activities.

Employment History
Current Registrations
Eagle Strategies LLC
September 2019 - Present · 7 yrs 1 mo
Nylife Securities LLCBroker
September 1997 - Present · 29 yrs 1 mo
State Registrations8 states
AZCAMTORSDVAWAWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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