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Eric Manson

Advisor at Eagle Strategies (NY Life)

Updated today

Location

Macon, GA 31210

Credentials

Series 66

Industry experience

16 years

About

Eric Manson is a financial advisor with Eagle Strategies (New York Life) in Macon, GA, holding a Series 66 designation and 15 years of industry experience. Prior to joining Eagle Strategies in 2019, he spent a decade at Merrill Lynch. He serves as a board member of the Macon Bibb Housing Authority, a nonprofit providing public and Section 8 housing to local residents. Eagle Strategies LLC offers financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

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

5400 Riverside Drive, Suite 102

Macon, GA 31210

Most active in

Georgia

Work history

Eagle Strategies (NY Life)

2019 - Present (7 years)

New York Life Insurance Co.

2019 - Present (7 years)

NYLIFE Securities, LLC

2019 - Present (7 years)

Unemployed

2019 - 2019 (1 year)

Merrill Lynch

2009 - 2019 (10 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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Jacob B

Series 63, Series 66

Forsyth, GA

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Jacob Binner is a financial advisor at BinnerInvestments with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Fidelity, Merrill Lynch, and E*Trade Securities. BinnerInvestments provides portfolio management and financial planning services primarily to individuals and high-net-worth clients, employing a long-term trading approach that incorporates various analysis methods across a range of investment types. The firm prepares investment policy statements, seeks discretionary trading authority, and offers both one-time financial plans and ongoing management.

College savings (529s, UTMA, etc.) Life insurance needs analysis General retirement planning Cash flow / budgeting Wealth management
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Series 65, Series 66

Macon, GA

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Passive / index investing General retirement planning
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Delmas W

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Macon, GA

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College savings (529s, UTMA, etc.) Retirement income strategy Annuities
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Lucinda D

Series 63, Series 65

Macon, GA

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General retirement planning Wealth management
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Randall N

Series 63, Series 65

Macon, GA

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Annuities
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Keith D

Series 65

Macon, GA

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Keith Dykes is a financial advisor at J. L. Perkins Wealth Management, LLC in Macon, GA, holding a Series 65 designation with two years of industry experience. He has been with J. L. Perkins Wealth Management since 2023 and is also involved in the food service industry through his role at Dykes Foods, Inc. J. L. Perkins Wealth Management primarily serves individual clients by providing financial planning and consulting, arranging advisory services through third-party money managers, and offering insurance products alongside investment advice. The firm focuses on due diligence and oversight of external managers and uses a combination of fundamental and technical investment analysis.

Passive / index investing
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