Angelantonio Freda
Angelantonio Freda is a registered investment advisor at Eagle Strategies LLC, based in Easton, CT, with 20 years of industry experience. Angelantonio 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
Easton, CT
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2016Customer Dispute
March 2014Other Business ActivitiesSells Insurance
Angelantonio is appointed with various outside insurance carriers and operates under the DBA Freda Financial Services to sell insurance products, including New York Life products. He also owns Ilium Stables, LLC, involved in horse training, racing, and breeding, and invests in precious metals and coins.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations7 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.