Neil Bryson
Neil Bryson is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Fort Wayne, IN, with 23 years of industry experience. Neil 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
9921 Dupont Circle Drive West, Suite 210, Fort Wayne, IN, 46825
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Neil works as an insurance broker, selling non-registered insurance products and Medicare Advantage plans, dedicating a few hours per week. He also owns real estate through NAB Realty, serves as a board member for Northeast Indiana Passenger Rail Association, and is an officer for Heart of Jesus Home For The Dying.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLC
Nylife Securities LLCBroker
Previous Registrations
World Group Securities, INC.Broker
State Registrations19 states
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