Eugene Gillmor
Eugene Gillmor is a registered investment advisor at Eagle Strategies LLC, based in Medina, OH, with 23 years of industry experience. Eugene 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
801 E Washington Street, Suite 210, Medina, OH, 44256
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2012Customer Dispute
October 2004Other Business ActivitiesSells Insurance
Eugene is involved in insurance brokering with outside carriers, focusing on non-registered products since 2004. This activity requires minimal time.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations32 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.