Joel Staich
Joel Staich is a registered investment advisor at Eagle Strategies LLC, based in Mansfield, OH, with 15 years of industry experience. Joel 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
1 Marion Avenue, Suite 301, Mansfield, OH, 44903
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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
Joel is an insurance broker appointed with outside carriers and operates under the DBA names of Staich Financial, LLC and Mahoney Financial Organization, LLC for selling insurance products. He also owns a commercial building (MJT Holdings LLC), is a passive owner of Klopfenstein Art Equipment Manufacturing LLC, and volunteers for The Jeff Ellington Legacy Golf Outing.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations10 states
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