Andrew Blanks
Andrew Blanks is a CFP-designated registered investment advisor at Eagle Strategies LLC, based in Lynchburg, VA, with 10 years of industry experience. Andrew 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
7315 Timberlake Road, Lynchburg, VA, 24502
Get directionsHistory
Regulatory History (1)
Criminal
April 2008Other Business ActivitiesSells Insurance
Andrew owns a residential rental property with his brother since 2013, dedicating minimal time. He is also an insurance broker since 2022 and operates under the DBA name of Blanks & Company to sell New York Life products and broker non-registered insurance products.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations13 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.