Lilia Arandela
Lilia Arandela is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Corpus Christi, TX, with 29 years of industry experience. Lilia 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
5350 South Staples Drive, Suite 101, Corpus Christi, TX, 78411-4659
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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
Lilia brokers non-registered insurance products and owns rental properties through Matiyaga Properties, LLC. She also consults for Seed Capital for Livelihood, is an officer for the Coastal Bend Filipino American Association, and is a board member for the local NAIFA chapter.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations5 states
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