Joseph Milford
Joseph Milford is a CFA-designated registered investment advisor at Eagle Strategies LLC, based in Lakewood, OH, with 10 years of industry experience. Joseph 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
14516 Detroit Ave, Lakewood, OH, 44107
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Regulatory History (1)
Financial
March 2017Other 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
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.