Bryan Wulz
Bryan Wulz is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Marietta, GA, with 41 years of industry experience. Bryan 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
Marietta, GA
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2011Other Business ActivitiesSells Insurance
Bryan works as an insurance broker, appointed with various outside insurance carriers to broker non-registered insurance products, since 2001. This activity is investment related.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
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.