A complete list of active advisors currently associated with Eagle Point Investment Advisors, Inc.
Warmer can help you find a great advisor at Eagle Point Investment Advisors, Inc. or one who fits your needs even better.
Eagle Point Investment Advisors, Inc. is a state-registered investment adviser that provides financial planning and consulting to individuals, business owners, and corporations. The firm concentrates on preparing written financial plans and one-time or periodic consultations covering investment, retirement, education, tax, estate, and insurance planning rather than ongoing portfolio management. In forming recommendations, Eagle Point collects information about a client’s financial situation, goals, risk tolerance and may use a blend of fundamental, technical, charting and cyclical analyses to develop its advice; deliverables typically include a written report and one or more meetings and are normally completed within a defined engagement period. The firm does not accept discretionary trading authority or custody of client assets and bills for planning and advisory work on a non-negotiable hourly basis rather than charging percentage-of-assets fees. Noteworthy for a firm in this category, several of Eagle Point’s representatives are licensed insurance agents who may recommend and sell accident, health and non-variable life insurance and receive commissions, a conflict the brochure discloses. The firm’s advisors are also registered representatives of LPL Financial and use LPL for brokerage/custodial services; the brochure discloses receipt of transition assistance, soft-dollar benefits and other payments from LPL that could create an incentive to recommend that custodian, while the firm reports no assets under management.
To learn more about the advisors currently working at Eagle Point Investment Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Bedford, NH
| 28
| |
Bedford, NH
| 28
| |
Bedford, NH
| 26
|
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