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ChFC
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ChFC

Alice Gabrelian

Eagle Strategies LLC
41 Years of Experience
Milwaukee, WI
1 DisclosureBrokerSells Insurance
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Alice Gabrelian is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Milwaukee, WI, with 41 years of industry experience. Alice 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.

Eagle Strategies LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2490 advisors
Number of Clients
133,900 clients
Average Client Portfolio
$239K average
Assets Under Management
$32.0B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)

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.
View Full SEC Brochure

Location

Honey Creek Corporate Center, 125 South 84th St - Suite 400, Milwaukee, WI, 53214-1478

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History

Regulatory History (1)
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Customer Dispute
May 2002
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Alice is an insurance broker appointed with various insurance companies to broker non-registered insurance products, and also serves as a board member for Hidden Lakes Condo Association, dedicating minimal time to overseeing management decisions.

Employment History
Current Registrations
Eagle Strategies LLC
December 2008 - Present · 17 yrs 10 mos
Nylife Securities LLCBroker
December 1988 - Present · 37 yrs 10 mos
Previous Registrations
Pruco Securities CorporationBroker
July 1985 - December 1988 · 3 yrs 5 mos
State Registrations5 states
AZILMSNJWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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