Patrick Haggerty
Patrick Haggerty is a registered investment advisor at Eagle Strategies LLC, based in Roseville, CA, with 12 years of industry experience. Patrick 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
2999 Douglas Blvd, Suite 350, Roseville, CA, 95661
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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
Patrick is a professional bowler, dedicating about 10-20% of his time to competitions. He also operates under the DBA names Capital Edge Insurance & Financial Services, Inc. and Harborpoint Financial & Insurance Services for selling New York Life products and services, and works as an insurance broker, potentially brokering life insurance with other companies.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Franklin/templeton Distributors, INC.Broker
State Registrations26 states
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