Scott Macdonald
Scott Macdonald is a CFP, ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Dedham, MA, with 27 years of industry experience. Scott 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
347 Washington St, Suite 303, Dedham, MA, 02026
Get directionsHistory
Regulatory History (5)
Customer Dispute
April 2019Customer Dispute
January 2015Customer Dispute
December 2013Customer Dispute
June 2008Customer Dispute
February 2008Other Business ActivitiesSells Insurance
Scott brokers non-registered insurance products and owns MacDonald Insurance and Financial Services, where he provides insurance and financial planning services, dedicating nearly full-time hours. Scott is also a volunteer assistant hockey coach for two teams.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations25 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.