Manda Lewis
Manda Lewis is a registered investment advisor at Eagle Strategies LLC, based in Trumansburg, NY, with 22 years of industry experience. Manda 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
1 Old Main St, Trumansburg, NY, 14886
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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
Manda is an associate broker at H&H Financial Group, selling life products, disability insurance, LTC, fixed annuities, group annuities, and health insurance. She is also a member of Herrington Real Estate LLC and HHFG LLC, spending minimal time on these activities.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
American Portfolios Financial Services, INC.Broker
State Registrations18 states
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