Advisor at Eagle Strategies (NY Life)
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Location
Lincoln, MI 48742
Credentials
Series 66
Industry experience
17 years
Kevin Friddle is a financial advisor with Eagle Strategies (New York Life) based in Lincoln, Michigan, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at The Huntington Investment Company and CUSO Financial Services. Outside of his advisory duties, he serves in leadership and board roles with the Alcona Masonic Lodge and the Grand Lodge of Free and Accepted Masons in Michigan, and volunteers as a Charter Organization Representative for the Boy Scouts of America Michigan Crossroads Council. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions through a large network of advisers and utilizes third-party managers and model portfolios rather than firm-controlled discretionary mandates.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
$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
IARs receive commissions for insurance, annuities (except Advisory VA), and securities products sold as registered representatives or insurance agents, in addition to advisory fees
Hourly fee for advice generally ranges from $100 to $400 per hour, engagements typically not exceeding 12 hours
Ongoing Subscription Agreement for financial planning services with fees agreed for up to five years, paid annually, monthly or quarterly
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
4159 Hazel Road
Lincoln, MI 48742
Michigan
Eagle Strategies (NY Life)
2020 - Present (6 years)
New York Life Insurance Co
2020 - Present (6 years)
NYLIFE Securities LLC
2020 - Present (6 years)
The Huntington Investment Company
2018 - 2020 (2 years)
CUSO Financial Services, LP
2014 - 2018 (4 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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