Gregory Wood is a registered investment advisor at Eagle Strategies LLC, based in Westborough, MA, with 13 years of industry experience. Gregory 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
1700 West Park Drive, Suite 250, Westborough, MA, 01581
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is a member of the Massachusetts Freemasons and a Junior Warden in the St. Alban's Masonic Lodge since 2017. He dedicates minimal time to making membership decisions and leading the lodge for community events and monthly meetings.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations11 states
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