Mark Stratton
Mark Stratton is a CFP-designated registered investment advisor at Eagle Strategies LLC, based in Dallas, TX, with 19 years of industry experience. Mark 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
5005 Lyndon B Johnson Freeway, Suite 1600, Dallas, TX, 75244
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark brokers non-registered insurance products through various carriers and operates under the DBA TSG Financial Strategies, LLC, selling New York Life products and services. He also owns Homerun Marketing Inc., providing marketing services for TSG Financial Strategies, LLC, and is a board member for Young Life Capernaum and Disciples Making Disciples, as well as owning rental property.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations34 states
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