Jonathan Spacher
Jonathan Spacher is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Victor, NY, with 43 years of industry experience. Jonathan 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
209 Highpoint Drive, 3rd FL. Suite 310, Victor, NY, 14564
Get directionsHistory
Regulatory History (1)
Regulatory
December 1995Other Business ActivitiesSells Insurance
Jonathan is an insurance broker appointed with outside insurance carriers to broker non-registered insurance products since 2002. This activity is investment-related.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Aetna Life Insurance and Annuity CompanyBroker
State Registrations13 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.