Clinton Kelly is a registered investment advisor at Eagle Strategies LLC, based in Cheswick, PA, with 5 years of industry experience. Clinton 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
Cheswick, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Clinton is the Vice President of Knights of Mecca - Syria Shrine, supporting and promoting the Shriner's children's hospital in Erie, PA. He dedicates minimal time to this role, assisting in leadership and promoting education at local Masonic Lodges.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Nylife Securities LLC
State Registrations3 states
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