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Johnathan Worrells

Eagle Strategies LLC
13 Years of Experience
Deerfield, IL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Johnathan Worrells is a registered investment advisor at Eagle Strategies LLC, based in Deerfield, IL, with 13 years of industry experience. Johnathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 133,900 clients with $32B in assets under management.

Eagle Strategies LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2490 advisors
Number of Clients
133,900 clients
Average Client Portfolio
$239K average
Assets Under Management
$32.0B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)

Eagle Strategies offers investment management through several programs where fees vary depending on the specific platform and services selected:

  • Retirement Plan Consulting Program — annual fees generally range up to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • ERISA Investment Manager Program — annual fees generally range from 0.05% to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • Co-Advisory Program — Eagle Strategies charges fees ranging from 0% to 1.25% of assets under management, which are paid in addition to the co-adviser's fees.
  • New York Life Premier Advisory Variable Annuity — advisory fees range from 0% to 1% of the policy's accumulation value per year.
View Full SEC Brochure

Location

1650 Lake Cook Road, Suite 500, Deerfield, IL, 60015-4747

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History

Regulatory History (1)
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Financial
August 2022
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Johnathan receives renewals from disability insurance cases he handled as an agent with NYL, dedicating minimal time to this activity. He also works part-time at Galati's as a banquet server and bartender, spending about 10-20% of his time there.

Employment History
Current Registrations
Eagle Strategies LLC
July 2016 - Present · 10 yrs 3 mos
Nylife Securities LLCBroker
December 2012 - Present · 13 yrs 10 mos
State Registrations4 states
FLILINWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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