Eric Manson
Eric Manson is a registered investment advisor at Eagle Strategies LLC, based in Macon, GA, with 16 years of industry experience. Eric 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
5400 Riverside Drive, Suite 102, Macon, GA, 31210
Get directionsHistory
Regulatory History (7)
Judgment / Lien
November 2025Judgment / Lien
February 2025Judgment / Lien
October 2023Judgment / Lien
July 2023Judgment / Lien
June 2022Judgment / Lien
May 2022Judgment / Lien
March 2020Other Business ActivitiesSells Insurance
Eric brokers non-registered insurance products with outside carriers, dedicating a few hours per week. He also serves as a board member for Macon Bibb Housing Authority, a non-profit organization, spending minimal time and receiving no compensation.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLC
Nylife Securities LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 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.
Exams
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