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Jason Bourque

Eagle Strategies LLC
19 Years of Experience
Norwell, MA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Jason Bourque is a registered investment advisor at Eagle Strategies LLC, based in Norwell, MA, with 19 years of industry experience. Jason 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

Creative Wealth Solutions-101 Accord Park Drive, Suite 201, Norwell, MA, 02061-1658

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History

Regulatory History (1)
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Customer Dispute
February 2010
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jason works as an insurance broker with outside carriers since 2015, dedicating minimal time to this activity. He also operates under the DBA name of Creative Wealth Solutions and Insurance Services, LLC for selling New York Life products and brokering non-registered insurance products. Jason is also a board member for the Epilepsy Foundation, spending minimal time on this role.

Employment History
Current Registrations
Eagle Strategies LLC
May 2017 - Present · 9 yrs 5 mos
Nylife Securities LLCBroker
October 2006 - Present · 20 yrs
State Registrations17 states
AZCACTFLGAHIILMANHNMNYOHRISCUTVAWI
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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