Paul Janco is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in New York, NY, with 22 years of industry experience. Paul 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
51 Madison Avenue, 12th Floor, New York, NY, 10010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Nylife Distributors LLCBroker
Eagle Strategies LLC
Nylife Distributors LLC
Previous Registrations
MML Investors Services, LLC
MML Strategic Distributors, LLCBroker
MML Investors Services, LLCBroker
MML Distributors, LLCBroker
Usallianz Securities, INC.Broker
Afs Brokerage, INC.Broker
State Registrations7 states
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