Steven Mindak
Steven Mindak is a registered investment advisor at Eagle Strategies LLC, based in Scottsdale, AZ, with 38 years of industry experience. Steven 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
8134 East Cactus Road, Suite 600, Scottsdale, AZ, 85260
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2002Other Business ActivitiesSells Insurance
Steven is an insurance broker appointed with outside carriers since 2002 and operates under the DBA name Mindak Financial Group since 2012, selling New York Life products and brokering non-registered insurance products. He also has several real estate investments and a holding company reinsuring life insurance, requiring minimal time commitment.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations15 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.