Gwendolyn Tibbals
Gwendolyn Tibbals is a registered investment advisor at Eagle Strategies LLC, based in Poughkeepsie, NY, with 43 years of industry experience. Gwendolyn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 133,900 clients with $32B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
Poughkeepsie, NY
Get directionsHistory
Regulatory History (15)
Judgment / Lien
October 2024Judgment / Lien
June 2013Judgment / Lien
June 2010Judgment / Lien
May 2005Judgment / Lien
December 1999Judgment / Lien
June 1998Judgment / Lien
March 1998Judgment / Lien
June 1993Judgment / Lien
September 1992Judgment / Lien
January 1991Judgment / Lien
August 1990Judgment / Lien
March 1990Judgment / Lien
May 1989Judgment / Lien
October 1987Judgment / Lien
August 1987Other Business ActivitiesSells Insurance
Gwendolyn is involved in several outside business activities, including working with Convention of States, serving on boards for a music institute and charter school, and participating in a local organization. She also works as an insurance broker and sells New York Life products, dedicating a significant portion of her time to these investment-related activities.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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