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Brandon Mclemore

6 Years of Experience
Elkhart, IN
1 DisclosureBrokerSells Insurance

Brandon Mclemore is a registered investment advisor at Eagle Strategies LLC, based in Elkhart, IN, with 6 years of industry experience. Brandon 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

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.
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Location

Elkhart, IN

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History

Regulatory History (1)
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Judgment / Lien
October 2025
Other Business ActivitiesSells Insurance

Brandon is a consultant for Fast Academy LLC, a volunteer soccer coach, and an employee for a youth soccer club. He also operates McLemore Financial Strategies, LLC, brokering insurance products, and is an insurance broker appointed with outside carriers, dedicating minimal time to each. Brandon is also the owner of AABG Properties LLC, a property rental company, and a board member for the Humane Society of Elkhart County.

Employment History
Current Registrations
Eagle Strategies LLC
November 2023 - Present · 2 yrs 8 mos
Nylife Securities LLCBroker
October 2019 - Present · 6 yrs 9 mos
State Registrations5 states
CAINMITXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.