Chaim Neuman
Chaim Neuman is a registered investment advisor at Eagle Strategies LLC, based in Brooklyn, NY, with 17 years of industry experience. Chaim 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
Fnr Financial Strategies, 3909 13th Avenue, 2nd Floor, Suite 200, Brooklyn, NY, 11218
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2015Other Business ActivitiesSells Insurance
Chaim is involved in several business activities, including rental property, insurance brokering through multiple DBAs (DNS Insurance Broker LLC, FNR Financial Strategies, Inc., and FNR Financial Strategies and Insurance Solutions Inc.), and owning a share in CDET LLC. He also dedicates time to community service and consulting roles.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations8 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.