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Erick Buckley

Eagle Strategies LLC
22 Years of Experience
Henderson, NV
1 DisclosureBrokerSells Insurance
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Erick Buckley is a registered investment advisor at Eagle Strategies LLC, based in Henderson, NV, with 22 years of industry experience. Erick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 133,900 clients with $32B in assets under management.

Eagle Strategies LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2490 advisors
Number of Clients
133,900 clients
Average Client Portfolio
$239K average
Assets Under Management
$32.0B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)

Eagle Strategies offers investment management through several programs where fees vary depending on the specific platform and services selected:

  • Retirement Plan Consulting Program — annual fees generally range up to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • ERISA Investment Manager Program — annual fees generally range from 0.05% to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • Co-Advisory Program — Eagle Strategies charges fees ranging from 0% to 1.25% of assets under management, which are paid in addition to the co-adviser's fees.
  • New York Life Premier Advisory Variable Annuity — advisory fees range from 0% to 1% of the policy's accumulation value per year.
View Full SEC Brochure

Location

Henderson, NV

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History

Regulatory History (1)
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Judgment / Lien
December 2020
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Other Business ActivitiesSells Insurance

Erick is an insurance broker for Guardian Insurance and Standard Insurance, providing clients with disability coverage. He also operates under the DBA name of Professional Wealth Strategies to sell New York Life products and services, as well as brokering non-registered insurance products.

Employment History
Current Registrations
Eagle Strategies LLC
December 2014 - Present · 11 yrs 10 mos
Nylife Securities LLCBroker
January 2004 - Present · 22 yrs 9 mos
State Registrations5 states
AZCANVTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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