Marcel Frey
Marcel Frey is a registered investment advisor at Eagle Strategies LLC, based in Sugar Land, TX, with 30 years of industry experience. Marcel 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
13135 Dairy Ashford, Suite 550, Sugar Land, TX, 77478
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Marcel brokers non-registered insurance products under the DBA of The Frey Financial Group, LLC, and sells New York Life products and services under the DBA name of Linea Wealth Group, LLC. He is also an investment advisory representative with Eagle Strategies LLC, owns mineral rights, and owns acreage for ranching through Rancho Sin Dinero LLC, dedicating about 10-20% of his time to the ranching business.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations4 states
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