Jeffrey Graff
Jeffrey Graff is a registered investment advisor at Eagle Strategies LLC, based in Deerfield, IL, with 17 years of industry experience. Jeffrey 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 (2)
Customer Dispute
April 2022Regulatory
March 2011Other Business ActivitiesSells Insurance
Jeffrey works as an insurance broker with outside carriers since 2009, dedicating a few hours per week. He also operates under the DBA name of Graff Financial Group to sell New York Life products and broker non-registered insurance products since 2018.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Uvest Financial Services Group, INC.Broker
State Registrations31 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.