Matthew Doucette
Matthew Doucette is a registered investment advisor at Eagle Strategies LLC, based in Helena, MT, with 8 years of industry experience. Matthew 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
1111 N Rodney Street, Suite 4C, Helena, MT, 59601
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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
Matthew is a board member for the Missoula Airport Authority, an adjunct teacher at the University of Montana - Missoula College, an insurance broker, an officer for Missoula Sunrise Rotary, and a leasee for a rental property. He dedicates minimal time to the airport authority, a few hours per week to teaching and insurance brokering, and minimal time to the rotary club and rental property.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations16 states
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