TrueAdvisor
TrueAdvisor
SG
ChFC
SG
ChFC

Sharon Gerlach

Eagle Strategies LLC
26 Years of Experience
Portland, OR
1 DisclosureBroker
View SEC Summary
View SEC Summary

Sharon Gerlach is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Portland, OR, with 26 years of industry experience. Sharon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 133,900 clients with $32B in assets under management.

Eagle Strategies LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2490 advisors
Number of Clients
133,900 clients
Average Client Portfolio
$239K average
Assets Under Management
$32.0B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)

Eagle Strategies offers investment management through several programs where fees vary depending on the specific platform and services selected:

  • Retirement Plan Consulting Program — annual fees generally range up to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • ERISA Investment Manager Program — annual fees generally range from 0.05% to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • Co-Advisory Program — Eagle Strategies charges fees ranging from 0% to 1.25% of assets under management, which are paid in addition to the co-adviser's fees.
  • New York Life Premier Advisory Variable Annuity — advisory fees range from 0% to 1% of the policy's accumulation value per year.
View Full SEC Brochure

Location

10260 SW Greenburg Rd, Ste 1150, Portland, OR, 97223

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2019
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Eagle Strategies LLC
May 2023 - Present · 3 yrs 5 mos
Nylife Securities LLCBroker
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
M Holdings Securities, INC.
May 2019 - March 2022 · 2 yrs 10 mos
M Holdings Securities, INC.Broker
April 2019 - March 2022 · 2 yrs 11 mos
M Holdings Securities, INC.
April 2019 - April 2019 · 0 mos
Wells Fargo Clearing Services, LLCBroker
July 2012 - April 2019 · 6 yrs 9 mos
Wells Fargo Clearing Services, LLC
July 2012 - April 2019 · 6 yrs 9 mos
Northwestern Mutual Investment Services, LLCBroker
March 2006 - July 2012 · 6 yrs 4 mos
Northwestern Mutual Investment Services,llc
March 2006 - July 2012 · 6 yrs 4 mos
Linsco/private Ledger CORP.
June 2005 - February 2006 · 8 mos
Linsco/private Ledger CORP.Broker
June 2005 - February 2006 · 8 mos
Royal Alliance Associates, INC.Broker
February 2005 - May 2005 · 3 mos
Banc of America Investment Services, INC.Broker
October 2004 - February 2005 · 4 mos
Banc of America Investment Services, INC.
October 2004 - February 2005 · 4 mos
Quick & Reilly, INC.
May 2003 - October 2004 · 1 yr 5 mos
Quick & Reilly, INC.Broker
May 2003 - October 2004 · 1 yr 5 mos
Mcdonald Investments INC.Broker
March 2000 - May 2003 · 3 yrs 2 mos
D.A. Davidson & CO.Broker
July 1999 - March 2000 · 8 mos
State Registrations3 states
CAORWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Portland, OR →All financial advisors in Oregon →