Richard Steiner
Richard Steiner is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Bixby, OK, with 32 years of industry experience. Richard 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
13165-B S Memorial, Bixby, OK, 74008
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2009Customer Dispute
November 1999Other Business ActivitiesSells Insurance
Richard is an insurance broker appointed with various outside insurance carriers to broker non-registered insurance products. He is also a partner in Elite Circle Financial Service, a shell company for recordkeeping, and owner of Steiner Enterprises LLC, providing for his grandchildren, dedicating minimal time to each.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations20 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.