SM
SM
Stephanie Mckinney
17 Years of Experience
Austin, TX
1 DisclosureBroker
Stephanie Mckinney is a registered investment advisor at Eagle Strategies LLC, based in Austin, TX, with 17 years of industry experience. Stephanie 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B
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.
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Location
6200 Bridgepoint Parkway, Suite 300, Austin, TX, 78730
Get directionsHistory
Regulatory History (1)
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Financial
January 2019Final
Employment History
Current Registrations
Eagle Strategies LLC
June 2025 - Present · 11 mos
Nylife Securities LLC
August 2008 - Present · 17 yrs 9 mos
Nylife Securities LLCBroker
August 2008 - Present · 17 yrs 9 mos
State Registrations39 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.