Anthony Taylor
Anthony Taylor is a registered investment advisor at Eagle Strategies LLC, based in Sandy, UT, with 27 years of industry experience. Anthony 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
150 W Civic Center Drive, Suite 600, Sandy, UT, 84070
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Regulatory History (1)
Customer Dispute
September 2023Other Business ActivitiesSells Insurance
Anthony is an insurance broker appointed with various insurance carriers since 2002 and operates under the DBA name Taylor'd Financial to sell New York Life products and broker non-registered insurance products since 2022. He also is a passive investor in NYLARC Holding Company Inc since 2018 and invests in cryptocurrency since 2021, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations14 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.