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AS
ChFC
AS
ChFC

Angelia Shay

Eagle Strategies LLC
32 Years of Experience
Mechanicsville, VA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Angelia Shay is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Mechanicsville, VA, with 32 years of industry experience. Angelia 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
2471 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

9316 Chamberlayne Road, Mechanicsville, VA, 23116

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History

Regulatory History (1)
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Customer Dispute
April 2019
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Angelia is appointed with outside insurance carriers and operates under the DBA The Path Financial Strategies, LLC, both for brokering non-registered insurance products. She also reinsures life insurance with NYLARC Holding Company, Inc. and owns Romans 1513 LLC, which rents to her DBA.

Employment History
Current Registrations
Eagle Strategies LLC
January 2005 - Present · 21 yrs 9 mos
Nylife Securities LLCBroker
July 1994 - Present · 32 yrs 3 mos
State Registrations13 states
DCFLGAKSMAMDMTNCPASCTXVAWV
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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