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Daniel Hankinson

Eagle Strategies LLC
6 Years of Experience
Saddle Brook, NJ
1 DisclosureBrokerSells Insurance
View SEC Summary
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Daniel Hankinson is a registered investment advisor at Eagle Strategies LLC, based in Saddle Brook, NJ, with 6 years of industry experience. Daniel 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.

Eagle Strategies LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2490 advisors
Number of Clients
133,900 clients
Average Client Portfolio
$239K average
Assets Under Management
$32.0B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)

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.
View Full SEC Brochure

Location

250 Pehle Avenue, Suite 900, Saddle Brook, NJ, 07663

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History

Regulatory History (1)
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Financial
June 2022
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Daniel works as an insurance broker with outside carriers and Northeast Planning Group, dedicating minimal time to this activity. He also serves as a director for the West Milford Chamber of Commerce, works as a product tester for Experis-Meta about half his time, and volunteers as a travel basketball head coach.

Employment History
Current Registrations
Eagle Strategies LLC
November 2023 - Present · 2 yrs 11 mos
Nylife Securities LLC
August 2020 - Present · 6 yrs 2 mos
Nylife Securities LLCBroker
August 2020 - Present · 6 yrs 2 mos
Previous Registrations
Bear, Stearns & CO. INC.Broker
February 2008 - June 2008 · 4 mos
State Registrations9 states
CACTFLGANCNJNYRIVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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