Joseph Doniger
Joseph Doniger is a registered investment advisor at Eagle Strategies LLC, based in Vienna, VA, with 13 years of industry experience. Joseph 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
8075 Leesburg Pike, Suite 400, Vienna, VA, 22182
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Brokers Financial
Brokers International Financial Services, LLC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Mutual of Omaha Investor Services, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Allied Beacon Wealth Management, LLC
Allied Beacon Partners, INC.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Signator Investors, INC.Broker
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.
Exams
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