Michael Nichols
Michael Nichols is a registered investment advisor at Eagle Strategies LLC, based in Waltham, MA, with 11 years of industry experience. Michael 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
201 Jones Rd, 5th Floor, Waltham, MA, 02451
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2024Other Business ActivitiesSells Insurance
Michael is an insurance broker for non-registered insurance products since 2018, dedicating a few hours per week. He also volunteers for Family Promise Metrowest and is the treasurer for BNI Ultimate Success, spending a few hours per week on each activity.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
AXA Advisors, LLCBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations6 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.