Eric Manson
Eric Manson is a registered investment advisor at Eagle Strategies LLC, based in Macon, GA, with 15 years of industry experience. Eric 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
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 LLCBroker
Nylife Securities LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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.