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Muriel Harris

15 Years of Experience
Southfield, MI
BrokerSells Insurance

Muriel Harris is a registered investment advisor at Eagle Strategies LLC, based in Southfield, MI, with 15 years of industry experience. Muriel 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

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.
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Location

Southfield, MI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Muriel works as a rideshare driver, owns rental property, and is a notary public, each requiring minimal time. Muriel also operates under the DBA name of The Good Steward Insurance and Retirement Services, LLC, selling New York Life products and brokering non-registered insurance products.

Employment History
Current Registrations
Eagle Strategies LLC
February 2024 - Present · 2 yrs 3 mos
Nylife Securities LLC
December 2016 - Present · 9 yrs 5 mos
Nylife Securities LLCBroker
December 2016 - Present · 9 yrs 5 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - November 2016 · 4 yrs 1 mo
Chase Investment Services CORP.Broker
November 2011 - October 2012 · 11 mos
Copeland Equities, INC.Broker
October 1991 - September 1992 · 11 mos
State Registrations13 states
ALAZCAGAILMDMINCOHOKORTXVA
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.
Muriel Harris - Financial Advisor | TrueAdvisor