Andrew Schaffel
Andrew Schaffel is a registered investment advisor at Eagle Strategies LLC, based in Dewitt, NY, with 22 years of industry experience. Andrew 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
5788 Widewaters Parkway, Dewitt, NY, 13214
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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
Andrew is involved in insurance brokering with outside carriers and operates under the DBA Crystal Clear Financial Group LLC, selling New York Life products and brokering non-registered insurance products. He also serves as a board member for CNY Estate Planning Council and is the author of a self-help book called Money Matters, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
AXA Advisors, LLCBroker
State Registrations20 states
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