James Thom
James Thom is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Baton Rouge, LA, with 23 years of industry experience. James 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
2431 South Acadian Thruway, Suite 400, Baton Rouge, LA, 70808
Get directionsHistory
Regulatory History (1)
Criminal
July 1998Other Business ActivitiesSells Insurance
James owns rental property and farmland since 2002. He also brokers non-registered disability insurance and is a shareholder in NYLARC Holding Company, which reinsures life insurance written with New York Life, dedicating minimal time to this.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations8 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.