Eagle Strategies LLC provides financial planning, investment management, retirement plan consulting, and co-advisory services to individuals, businesses, and retirement plans. Operating as an indirect subsidiary of New York Life Insurance Company, the firm delivers services through associated financial professionals who also act as insurance agents and registered representatives. Eagle Strategies offers standalone financial plans, ongoing subscription planning, fee-based hourly advice, and specialized retirement plan consulting programs. In addition, the firm offers the New York Life Premier Advisory Variable Annuity, which combines insurance features with professional advisory services. Eagle Strategies utilizes third-party money managers and co-advisers such as Brinker Capital and Frontier Asset Management for portfolio management while maintaining a fiduciary standard of care for advisory clients.
Fee Structure
Eagle Strategies offers investment management through several programs where fees vary depending on the specific platform and services selected:
- Retirement Plan Consulting Program — annual fees generally range up to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
- ERISA Investment Manager Program — annual fees generally range from 0.05% to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
- Co-Advisory Program — Eagle Strategies charges fees ranging from 0% to 1.25% of assets under management, which are paid in addition to the co-adviser's fees.
- New York Life Premier Advisory Variable Annuity — advisory fees range from 0% to 1% of the policy's accumulation value per year.