Julianne Hertel
Julianne Hertel is a registered investment advisor at Eagle Strategies LLC, based in Worcester, MA, with 18 years of industry experience. Julianne 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
12 East Worcester Street, Worcester, MA, 01604
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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
Julianne is an insurance broker appointed with outside carriers and operates under the DBA name Dream Big Wealth Strategies, LLC, selling New York Life products and brokering non-registered insurance products. She also volunteers for Broken Tail Rescue, is involved with the Million Dollar Round Table and its Foundation, and serves on the board of the Safe Exit Initiative, and is a notary public.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations21 states
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