Jenilee Wirtz
Jenilee Wirtz is a registered investment advisor at Eagle Strategies LLC, based in Windsor, CT, with 12 years of industry experience. Jenilee 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
100 Northfield Dr, Ste 200, Windsor, CT, 06095
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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
Jenilee works as an insurance broker, appointed with outside carriers to broker non-registered products, dedicating about a quarter of her time to this activity. She also serves as Committee Chair for the Alzheimer's Association of CT and owns Bay Area Boat Club LLC dba CareFree Boat Club, spending about 10% of her time on each of these roles.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Nylife Securities LLC
State Registrations14 states
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