Norman Janis
Norman Janis is a registered investment advisor at Eagle Strategies LLC, based in Deerfield, IL, with 19 years of industry experience. Norman 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
1650 Lake Cook Road, Suite 500, Deerfield, IL, 60015
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2024Judgment / Lien
September 2023Customer Dispute
January 2009Other Business ActivitiesSells Insurance
Norman works as an insurance broker, appointed with various carriers to broker non-NYL insurance products, dedicating about 10-20% of his time to this activity. He also coaches youth ice hockey, spending about 10-20% of his time on this non-investment related role.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations3 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.