Timothy Jaggi
Timothy Jaggi is a registered investment advisor at Eagle Strategies LLC, based in Sandy, UT, with 21 years of industry experience. Timothy 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
South Towne Corporate Center 1, 150 West Civic Center Drive - Suite 600, Sandy, UT, 84070
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2020Other Business ActivitiesSells Insurance
Timothy works as an insurance broker since 2008, brokering non-registered insurance products. He is also a shareholder in NYLARC Holding Company, Inc. since 2018, reinsuring life insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
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.