Aldric Johnson
Aldric Johnson is a registered investment advisor at Eagle Strategies LLC, based in Laurel, MD, with 16 years of industry experience. Aldric 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
104 Battle Creek Way,, Laurel, MD, 20708
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2022Other Business ActivitiesSells Insurance
Aldric brokers non-registered insurance products as an independent contractor and sells New York Life products and services under two DBAs. He also serves as a board member for Holy Trinity and owns a rental property and an e-commerce business, dedicating a few hours per week to each.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLC
Nylife Securities LLCBroker
State Registrations28 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.