Vincent Spaniolo
Vincent Spaniolo is a registered investment advisor at Eagle Strategies LLC, based in Grand Rapids, MI, with 27 years of industry experience. Vincent 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
333 Bridge Street Nw, Suite 600, Grand Rapids, MI, 49504
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2002Other Business Activities
Vincent is a board member for the Grand Valley State University Siedman Finance Department Advisory Board, dedicating minimal time. He also has passive ownership in V&K Holdings, LLC, a real estate and spec home holding company, and co-owns Lambrix LLC for family hunting property management, spending minimal time on each.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
PFS Investments INC.Broker
State Registrations5 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.