Christopher Mcdonald
Christopher Mcdonald is a CFP-designated registered investment advisor at Eagle Strategies LLC, based in Chicago, IL, with 13 years of industry experience. Christopher 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
500 West Madison Street, Suite 1725, Chicago, IL, 60661
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Regulatory History (1)
Customer Dispute
May 2023Other Business ActivitiesSells Insurance
Christopher works as an insurance broker, appointed with various carriers to broker non-registered insurance products. This takes a few hours per week, some of which occurs during securities trading hours.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLC
Nylife Securities LLCBroker
State Registrations19 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.