Alison Flaum
Alison Flaum is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in San Antonio, TX, with 28 years of industry experience. Alison 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
8700 Crownhill Blvd, Suite 506, San Antonio, TX, 78249
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2013Customer Dispute
February 2011Customer Dispute
December 2008Other Business ActivitiesSells Insurance
Alison is an insurance broker appointed with various outside insurance carriers since 2006, operating under the DBA Alison since 2009. She is also an artist and painter, selling paintings, dedicating about a quarter of her time to this activity.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations32 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.