Kelly Kaneski
Kelly Kaneski is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Sacramento, CA, with 26 years of industry experience. Kelly 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
Sacramento, CA
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Regulatory History (2)
Regulatory
August 2013Customer Dispute
September 2012Other Business ActivitiesSells Insurance
Kelly brokers non-registered insurance products through Kaneski Associates Financial & Insurance Services since 2007. She is also a shareholder in NYLARC Holding Company, Inc., reinsuring life insurance, spending minimal time on this activity. Additionally, Kelly volunteers for the American River Parkway Foundation, dedicating minimal time to fundraising.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLC
Nylife Securities LLCBroker
State Registrations13 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.