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Andrew Brown

3 Years of Experience
Myrtle Beach, SC
BrokerSells Insurance

Andrew Brown is a registered investment advisor at Eagle Strategies LLC, based in Myrtle Beach, SC, with 3 years of industry experience. Andrew 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

Tidelands Bank Building 1312 Professional Drive, Suite 200, Myrtle Beach, SC, 29577

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Andrew works as a licensed Respiratory Therapist at Grand Strand Medical Center, dedicating minimal time. He also works as an independent contractor brokering non-registered insurance products and health insurance, dedicating minimal time to each.

Employment History
Current Registrations
Eagle Strategies LLC
January 2024 - Present · 2 yrs 4 mos
Nylife Securities LLCBroker
June 2022 - Present · 3 yrs 11 mos
State Registrations8 states
MENCNYOHPASCUTVA
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.
Andrew Brown - Financial Advisor | TrueAdvisor