Justin Curtis
Justin Curtis is a registered investment advisor at Eagle Strategies LLC, based in Shelbyville, TN, with 18 years of industry experience. Justin 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
2380 Fairfield Pike, Shelbyville, TN, 37160
Get directionsHistory
Regulatory History (1)
Criminal
July 1998Other Business ActivitiesSells Insurance
Justin is an insurance broker since 2011 and a shareholder in NYLARC Holding Company Inc, which reinsures life insurance he sells. He also owns multiple rental properties and engages in public speaking, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations15 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.