Assets Under Management

$25.4B

Number of Clients

111,361

Number of Advisors

2254

Average Client AUM

$228K

AUM per Advisor

$11.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Eagle Strategies LLC, an indirect wholly-owned subsidiary of New York Life, provides financial planning and investment management services through its IARs. They offer several programs including Fund Advisory, Separately Managed Accounts, Representative Directed, Unified Managed Accounts, Alternative Investments, and Eagle Strategies Prosper Portfolios. Services are tailored to client's investment objectives and risk tolerance.

Fee Structure

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Location

51 Madison Avenue, 12th Floor, New York, NY, 10010

2254 Advisors at this firm

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