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CFA

Joseph Milford

Eagle Strategies LLC
11 Years of Experience
Pepper Pike, OH
1 DisclosureBrokerSells Insurance
View SEC Summary
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Joseph Milford is a CFA-designated registered investment advisor at Eagle Strategies LLC, based in Pepper Pike, OH, with 11 years of industry experience. Joseph 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

30650 Pinetree Rd, Suite 20, Pepper Pike, OH, 44124

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
March 2017
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Joseph brokers non-registered insurance products with outside insurance carriers, dedicating about 10-20% of his time to this activity. He also operates under several DBAs (Vines Financial Group LLC, Capital Edge Insurance & Financial Services, Inc., and JAM Wealth Partners LLC) to sell New York Life products and broker non-registered insurance products, and volunteers on the Investment Committee for the Sisters of the Humility of Mary.

Employment History
Current Registrations
Eagle Strategies LLC
August 2015 - Present · 11 yrs 2 mos
Nylife Securities LLCBroker
June 2015 - Present · 11 yrs 4 mos
State Registrations19 states
CACOFLGAIAIDILINKYMIMONCOHOKPATNTXVAWA
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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