Alice Gabrelian
Alice Gabrelian is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Milwaukee, WI, with 40 years of industry experience. Alice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
Honey Creek Corporate Center, 125 South 84th St - Suite 400, Milwaukee, WI, 53214-1478
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2002Other 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
Nylife Securities LLCBroker
Previous Registrations
Pruco Securities CorporationBroker
State Registrations5 states
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.