Kevin Gates
Kevin Gates is a registered investment advisor at Eagle Strategies LLC, based in Providence, RI, with 22 years of industry experience. Kevin 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
10 Orms Street, Suite 410, Providence, RI, 02904
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2020Customer Dispute
December 2006Other Business ActivitiesSells Insurance
Kevin works as an independent contractor brokering non-registered insurance products, dedicating minimal time to this activity. He also serves as an officer for the Knights of Columbus, spending a few hours per week on charitable fundraising and religious activities.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations2 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.