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Emil Musgrove

Advisor at Eagle Strategies (NY Life)

Updated today

Location

Arvada, CO

Credentials

Series 63, Series 65

Industry experience

25 years

About

Emil Musgrove is a financial advisor with Eagle Strategies (New York Life) based in Arvada, Colorado, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes roles at Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, and MetLife Securities. Outside of finance, he performs as a professional singer and guitarist for church services and various events. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisers. The firm emphasizes client-directed solutions using third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of 2024.

Client services

Based on Eagle Strategies (NY Life)

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Eagle Strategies (NY Life)

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Eagle Strategies (NY Life)

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 0.80% annually for Eagle Retirement Plan Consulting Program (CP), fees may be tiered based on asset levels $0+: 0.05% to 0.80% annually for ERISA Investment Manager Program (EIMP), fees may be tiered based on asset levels $0+: 0% to 1.25% annually for Co-Advisory Program (fees are negotiable and charged in addition to Co-Adviser fees) $25,000+: 0% to 1.00% annually for New York Life Premier Advisory Variable Annuity (Advisory VA), fee applies only during accumulation phase

Commissions

IARs receive commissions for insurance, annuities (except Advisory VA), and securities products sold as registered representatives or insurance agents, in addition to advisory fees

Project-based

Hourly fee for advice generally ranges from $100 to $400 per hour, engagements typically not exceeding 12 hours

Subscriptions

Ongoing Subscription Agreement for financial planning services with fees agreed for up to five years, paid annually, monthly or quarterly

Other

Account minimum: $25,000 for the New York Life Premier Advisory Variable Annuity; no minimum for other advisory programs though some third-party managers or co-advisers may have minimums which can be waived or negotiated Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan; financial seminar fees generally range from $35 to $200 per attendee; hourly advice fees generally range from $100 to $400 per hour Fee-only: Financial planning fees, fee-based hourly advice, and financial seminar fees as noted under minimum_fee

Location

Arvada, CO

Most active in

Colorado · Texas

Work history

New York Life

2020 - Present (6 years)

Massachusetts Mutual life Insurance Company

2017 - 2020 (3 years)

Mass Mutual Investors Services

2017 - 2020 (3 years)

METLIFE SECURITIES Inc

2014 - 2017 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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College savings (529s, UTMA, etc.) Executive Founder/Business Owner Consultant Technology Professional Mid-Career Professionals Approaching retirement Dual Income Family
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Income planning General tax planning Options & derivatives strategies
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Options & derivatives strategies Passive / index investing Active portfolio management
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CFP®, Series 63, Series 65

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General tax planning Wealth management Income planning Disability insurance
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