Nicholas Rogers
Nicholas Rogers is a registered investment advisor at Eagle Strategies LLC, based in Yakima, WA, with 13 years of industry experience. Nicholas 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
3901 Kern Way, Suite 100, Yakima, WA, 98902
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2016Other Business ActivitiesSells Insurance
Nicholas is an insurance broker appointed with outside insurance carriers since 2017, dedicating significantly more than full-time hours to this. He also operates under the DBA Rogers Financial Group, selling New York Life products and brokering non-registered insurance products, also dedicating significantly more than full-time hours to this. Nicholas also owns a rental house held in an LLC, spending minimal time on it.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations15 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.