DH
DH

Darryl Hudspeth

28 Years of Experience
Lakewood, CO
1 DisclosureBrokerSells Insurance

Darryl Hudspeth is a registered investment advisor at Eagle Strategies LLC, based in Lakewood, CO, with 28 years of industry experience. Darryl 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.

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.
Loading...

Location

215 Union Blvd, Suite 200, Lakewood, CO, 80228

Get directions

History

Regulatory History (1)
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
February 2020
Settled
Other Business ActivitiesSells Insurance

Darryl operates under the DBA name of High Point Financial Group, LLC, selling New York Life products and brokering non-registered insurance products. He also owns Hudspeth and Associates, LLC, a business brokerage account, and is a board member of the National African American Insurance Association (NAAIA) Colorado Chapter, dedicating minimal time to each.

Employment History
Current Registrations
Eagle Strategies LLC
January 2008 - Present · 18 yrs 9 mos
Nylife Securities LLCBroker
October 2001 - Present · 25 yrs
Previous Registrations
National Planning CorporationBroker
February 2000 - October 2001 · 1 yr 8 mos
Signal Securities, INC.Broker
February 1998 - December 1999 · 1 yr 10 mos
State Registrations24 states
ALARAZCACOFLILINMIMOMSMTNCNHNMNVNYOKSCSDTXUTVAWA
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.
More Advisors
Darryl Hudspeth - Financial Advisor | TrueAdvisor