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Laura Day

25 Years of Experience
Newark, DE
BrokerSells Insurance

Laura Day is a registered investment advisor at Eagle Strategies LLC, based in Newark, DE, with 25 years of industry experience. Laura 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

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.
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Location

200 Continental Drive, Suite 306, Newark, DE, 19713

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Laura is an insurance broker appointed with outside insurance carriers and operates under the DBA name of Laura Day & Associates, selling New York Life products and brokering non-registered insurance products, taking nearly full-time. She also owns a rental property and is a board member of a homeowner's association.

Employment History
Current Registrations
Eagle Strategies LLC
September 2006 - Present · 19 yrs 8 mos
Nylife Securities LLCBroker
July 2000 - Present · 25 yrs 10 mos
State Registrations14 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Laura Day - Financial Advisor | TrueAdvisor