Eugene Pender
Eugene Pender is a registered investment advisor at Coppell Advisory Solutions LLC, based in Debary, FL, with 24 years of industry experience. Eugene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,336 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable for portfolios over $2,500,000.
Fee Estimator
Location
Debary, FL
Get directionsHistory
Regulatory History (3)
Judgment / Lien
January 2012Judgment / Lien
May 2011Customer Dispute
March 2003Other Business ActivitiesSells Insurance
Eugene sells independent life and health insurance, dedicating a few hours per week. He also sells fixed and fixed index annuities through E.R. Pender & Associates LLC and various insurance companies, and is a member of the Clearwater Yacht Club's board of directors.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
Previous Registrations
Spc
Metlife Securities INC.
Ing Financial Partners, INC
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.