Nathaniel Laupp
Nathaniel Laupp is a registered investment advisor at Eagle Strategies LLC, based in Creve Coeur, MO, with 11 years of industry experience. Nathaniel 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
3 Cityplace Drive, Suite 690, Creve Coeur, MO, 63141
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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
Nathaniel is a board member for Focus Marines Foundation, an investor in Defiance Ridge Vineyards LLC, and a member of The Dinner networking group. He is also an officer for St Louis Blues Warriors and operates under the DBA name of Modern Wealth Solutions for selling New York Life products and brokering non-registered insurance products, dedicating minimal time to each activity except St Louis Blues Warriors, which takes a few hours per week.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations18 states
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