Boyd Phillips
Boyd Phillips is a registered investment advisor at Eagle Strategies LLC, based in Marion, NC, with 23 years of industry experience. Boyd 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
Phillips Financial Group, 195 South Main Street, Suite A, Marion, NC, 28752
Get directionsHistory
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
Boyd owns Phillips Liner Farm, growing seedling plants, and spends minimal time on it. He also works as an insurance broker and owns rental properties through Boyd Phillips Properties LLC and Young Rentals LLC, dedicating minimal time to each. Boyd is also involved with the McDowell County School System, the Marion Business Association, McDowell County Schools, and Mission Hospital McDowell, spending minimal time on each.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations16 states
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