Vincent Chan
Vincent Chan is a registered investment advisor at Eagle Strategies LLC, based in Los Angeles, CA, with 9 years of industry experience. Vincent 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
Los Angeles, CA
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Regulatory History (1)
Customer Dispute
November 2022Other Business ActivitiesSells Insurance
Vincent owns a rental property and works as an IHSS employee providing assistance to his mother, dedicating about a quarter of his time to this. He also works as an insurance broker for multiple companies, providing health, dental, and vision insurance, dedicating minimal time to these activities.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Wma Securities, INC.Broker
State Registrations11 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.