Jonathon Frey
Jonathon Frey is a registered investment advisor at Eagle Strategies LLC, based in Edgerton, WI, with 9 years of industry experience. Jonathon 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
110 W Fulton St, Edgerton, WI, 53534
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2023Other Business ActivitiesSells Insurance
Jonathon works as an insurance broker, appointed with outside carriers to broker non-registered products, dedicating minimal time to this activity. This activity is investment-related.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations7 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.