Armondo Brennan
Armondo Brennan is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Mcallen, TX, with 29 years of industry experience. Armondo 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
4308 North Mccoll, Mcallen, TX, 78504
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2019Other Business ActivitiesSells Insurance
Armondo is involved in insurance brokering with outside carriers for non-registered insurance products. He also has several investments in real estate projects, often related to conservation easements and charitable tax deductions, and spends minimal time on these activities.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations4 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.