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ChFC
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ChFC

George Costakis

Eagle Strategies LLC
50 Years of Experience
Deerfield, IL
3 DisclosuresBrokerSells Insurance
View SEC Summary
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George Costakis is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Deerfield, IL, with 50 years of industry experience. George 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

1650 Lake Cook Road, Suite 500, Deerfield, IL, 60015-4747

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2004
Denied
Customer Dispute
February 1998
Denied
Customer Dispute
May 1993
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

George is an insurance broker appointed with multiple carriers, selling fixed annuities, health insurance, group annuities, life products, and disability insurance, dedicating a few hours per week. He also reinsures life insurance with NYLARC Holding Company and brokers property and casualty insurance, each taking minimal time, and invests in cryptocurrency.

Employment History
Current Registrations
Eagle Strategies LLC
May 2003 - Present · 23 yrs 5 mos
Nylife Securities LLCBroker
October 1982 - Present · 44 yrs
Previous Registrations
New York Life Variable Contracts CorporationBroker
October 1973 - November 1979 · 6 yrs 1 mo
State Registrations26 states
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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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