William Doran
William Doran is a registered investment advisor at Eagle Strategies LLC, based in Aiken, SC, with 14 years of industry experience. William 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
145 Greenville Street Sw, Aiken, SC, 29801
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2017Customer Dispute
January 2016Other Business ActivitiesSells Insurance
William brokers non-registered products and operates under the DBA Enrich Wealth Partners LLC, selling New York Life products and brokering non-registered insurance products. He also owns 50% of Aiken RE LLC, which is building an office building that his business will rent; this takes minimal time.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations7 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.