Kyle Scott
Kyle Scott is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Morrisville, NC, with 3 years of industry experience. Kyle 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
617 Pilot Hill Dr,, Morrisville, NC, 27560
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Regulatory History (1)
Financial
March 2020Other Business ActivitiesSells Insurance
Kyle is the owner of KTNDJE Publishing and an author since 2020, dedicating a few hours per week to this activity. Since March 2024, Kyle also works as an insurance broker, spending about a quarter of his time on this investment-related activity.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Nylife Securities LLC
State Registrations5 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.