Evelyn Tai
Evelyn Tai is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Sunrise, FL, with 29 years of industry experience. Evelyn 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
1300 Concord Terrace, 5th Floor, Sunrise, FL, 33323
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2005Customer Dispute
October 1998Other Business ActivitiesSells Insurance
Evelyn is a licensed insurance broker since 2008, brokering non-registered products. She is also an officer of HWA Mon Properties, LLC, a real estate investment company, dedicating minimal time, and a shareholder in NYLARC Holding Company, Inc., reinsuring life insurance, dedicating minimal time as a passive investor.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations7 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.