Stephen Rowley
Stephen Rowley is a registered investment advisor at Eagle Strategies LLC, based in Plymouth, MI, with 16 years of industry experience. Stephen 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
151 N Mill St, Plymouth, MI, 48170
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen brokers non-registered insurance products through outside insurance carriers and his S-corp, Rowley Services, which also collects commissions for brokered life insurance. He also operates under the DBA name of Rowley Services, Inc. D/B/A Rowley Financial Solutions for selling New York Life products and services as well as brokering non-registered insurance products. Stephen dedicates minimal time to these activities.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations9 states
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