Ted Ngo
Ted Ngo is a CFP-designated registered investment advisor at Eagle Strategies LLC, based in Phoenix, AZ, with 24 years of industry experience. Ted 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
1847 W. Heatherbrae Dr, Phoenix, AZ, 85015
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2021Other Business ActivitiesSells Insurance
Ted operates under the DBA name Ted Ngo and Associates Insurance & Financial Services, selling New York Life products and brokering non-registered insurance products. He also owns and manages rental properties, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Morgan Stanley Dw INC.Broker
Mutual Service CorporationBroker
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.