Theodore Young
Theodore Young is a registered investment advisor at Eagle Strategies LLC, based in Sacramento, CA, with 36 years of industry experience. Theodore 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
1329 H Street, Sacramento, CA, 95814
Get directionsHistory
Regulatory History (2)
Regulatory
June 1999Criminal
October 1979Other Business ActivitiesSells Insurance
Theodore provides education-based classes on retirement, investment, and estate planning concepts. He also owns an office building and rental property, is a board member for the Sports Financial Advisors Association and Northwoods League, and is a shareholder in NYLARC Holding Company. Theodore operates under the DBA name of Perry-Young Insurance Solutions for selling New York Life products and brokering non-registered insurance products.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations41 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.