Eldridge Hawkins is a registered investment advisor at Eagle Strategies LLC, based in Boonton, NJ, with 2 years of industry experience. Eldridge 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
Boonton, NJ
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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.
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Eldridge is involved in several entities, including charitable remainder unitrust, living trust, property holdings, family limited partnership, and property management, primarily for estate planning purposes. Eldridge also owns and is CEO of a security guard business, dedicating a few hours per week outside of normal business hours.
Employment History
Current Registrations
Nylife Distributors LLC
Eagle Strategies LLC
Nylife Distributors LLCBroker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations2 states
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