William Neville
William Neville is a registered investment advisor at Eagle Strategies LLC, based in Nashua, NH, with 43 years of industry experience. William 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
Nashua, NH
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2012Customer Dispute
August 2004Other Business ActivitiesSells Insurance
William owns rental properties, dedicating minimal time to managerial duties. He also owns Neville Financial Group, which sells life annuities, variable products, and mutual funds, and has been in operation since 1971.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations10 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.