Brett Sause
Brett Sause is a registered investment advisor at Eagle Strategies LLC, based in Easton, MD, with 19 years of industry experience. Brett 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
8706 Commerce Drive, Suite #1, Easton, MD, 21601
Get directionsHistory
Regulatory History (3)
Regulatory
April 2020Customer Dispute
March 2019Customer Dispute
July 2017Other Business ActivitiesSells Insurance
Brett owns several businesses, including real estate, a charter cruise service, and a motivational speaking venture. He also brokers non-registered insurance products through Atlantic Financial Group LLC and reinsures life insurance with New York Life, dedicating minimal time to these insurance-related activities.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations23 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.