Kellie Bass is a registered investment advisor at Eagle Strategies LLC, based in Baton Rouge, LA, with 19 years of industry experience. Kellie 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
8280 Ymca Plaza Dr, Bldg 1, Baton Rouge, LA, 70810
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kellie is a notary public in East Baton Rouge Parish, using it at work to assist clients with spousal consent on 401(k) rollovers a few times per quarter. Kellie also operates under the DBA Ellis Insurance and Financial Group.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations4 states
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