Chuling Hsiao
Chuling Hsiao is a registered investment advisor at Eagle Strategies LLC, based in Cupertino, CA, with 28 years of industry experience. Chuling 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
20480 Pacifica Drive, Suite G, Cupertino, CA, 95014
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2023Other Business ActivitiesSells Insurance
Chuling owns an insurance brokering business and operates under the DBA name of Openwin Financial & Insurance Services, LLC, selling New York Life products and brokering non-registered insurance products, dedicating full-time hours to insurance brokering. Chuling is also an officer of The Alliance Cultural Foundation International and a shareholder of NYLARC Holding Company, Inc, and owns rental property.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations13 states
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