Forrest Surles
Forrest Surles is a registered investment advisor at Eagle Strategies LLC, based in Houston, TX, with 38 years of industry experience. Forrest 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
2121 Sage Road, Suite 355, Houston, TX, 77056
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2005Other Business ActivitiesSells Insurance
Forrest is an insurance broker appointed with various insurance carriers and operates under the DBA, The Forrest Group, LLC. He also participates in several organizations and activities, including a hunting lease, hunting club, business and estate planning council, storage park, and committees for wildlife and game warden support.
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.