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AS
ChFC
AS
ChFC

Akshaya Sheth

Eagle Strategies LLC
36 Years of Experience
Riverside, CA
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Akshaya Sheth is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Riverside, CA, with 36 years of industry experience. Akshaya is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 133,900 clients with $32B in assets under management.

Eagle Strategies LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2490 advisors
Number of Clients
133,900 clients
Average Client Portfolio
$239K average
Assets Under Management
$32.0B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)

Eagle Strategies offers investment management through several programs where fees vary depending on the specific platform and services selected:

  • Retirement Plan Consulting Program — annual fees generally range up to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • ERISA Investment Manager Program — annual fees generally range from 0.05% to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • Co-Advisory Program — Eagle Strategies charges fees ranging from 0% to 1.25% of assets under management, which are paid in addition to the co-adviser's fees.
  • New York Life Premier Advisory Variable Annuity — advisory fees range from 0% to 1% of the policy's accumulation value per year.
View Full SEC Brochure

Location

4017 10th Street, Riverside, CA, 92501

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2003
Denied
Customer Dispute
December 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Akshaya is an insurance broker appointed with various outside insurance carriers since 2002. She is also a director of Om Foundation Inc., chairman of the Hindu Society of Inland Empire, and owner of Shri LLC, dedicating minimal time to each of these roles.

Employment History
Current Registrations
Eagle Strategies LLC
September 1997 - Present · 29 yrs 1 mo
Nylife Securities LLCBroker
July 1990 - Present · 36 yrs 3 mos
State Registrations11 states
CAMDMIMONVNYOHORTXUTVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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