Kristin Montagne
Kristin Montagne is a registered investment advisor at Eagle Strategies LLC, based in Bellevue, WA, with 8 years of industry experience. Kristin 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
10885 NE 4th St, 1400, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (1)
Judgment / Lien
July 2023Other Business ActivitiesSells Insurance
Kristin works as an insurance broker, appointed with outside carriers to broker non-registered insurance products, since 2019. This takes about a quarter of her time, including time during securities trading hours.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLC
Nylife Securities LLCBroker
State Registrations11 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.