Lucas Herrington
Lucas Herrington is a registered investment advisor at Eagle Strategies LLC, based in Trumansburg, NY, with 14 years of industry experience. Lucas 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 Old Main St, Trumansburg, NY, 14886
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Regulatory History (1)
Customer Dispute
March 2018Other Business ActivitiesSells Insurance
Lucas brokers non-registered insurance products, dedicating about a quarter of his time to this activity. He is also a registered representative/agent with H & H Financial Group, selling and servicing insurance and investment products, which takes about a quarter of his time as well. Lucas also has ownership stakes in several other businesses, including real estate and construction, requiring minimal time commitments.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations28 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.