John Fitzpatrick
John Fitzpatrick is a registered investment advisor at Eagle Strategies LLC, based in Pittsburgh, PA, with 5 years of industry experience. John 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
225 West Station Square Dr, Ste 300, Pittsburgh, PA, 15219
Get directionsHistory
Regulatory History (1)
Criminal
November 2013Other Business ActivitiesSells Insurance
John is a board member for the East Allegheny Community Council and the Allegheny Commons Initiative, spending a few hours per week on these activities. He also works as an insurance broker, dedicating minimal time, and as a ticket scanner at Vail Resorts, spending about a quarter of his time.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations2 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.