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Braden Draggoo

Eagle Strategies LLC
15 Years of Experience
Wenatchee, WA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Braden Draggoo is a registered investment advisor at Eagle Strategies LLC, based in Wenatchee, WA, with 15 years of industry experience. Braden 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

1301 Walla Walla Avenue, Suite A, Wenatchee, WA, 98801

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History

Regulatory History (1)
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Criminal
April 2004
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Braden is an insurance broker selling non-registered insurance products under Dragoo Financial Group and Crystal Clear Financial Group, LLC, including New York Life products. He also owns multiple rental properties and LLCs related to real estate management, and is a shareholder in a reinsurance company, and a book author, dedicating minimal time to each.

Employment History
Current Registrations
Eagle Strategies LLC
May 2019 - Present · 7 yrs 5 mos
Nylife Securities LLCBroker
November 2010 - Present · 15 yrs 11 mos
State Registrations33 states
AKALAZCACODCFLHIIDILMAMDMIMNMOMSMTNCNENHNJNVNYORPASCSDTNTXVAWAWIWY
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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