George Costakis
George Costakis is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Deerfield, IL, with 49 years of industry experience. George 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, 60015-4747
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2004Customer Dispute
February 1998Customer Dispute
May 1993Other 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
Nylife Securities LLCBroker
Previous Registrations
New York Life Variable Contracts CorporationBroker
State Registrations26 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.