Brett Bly is a registered investment advisor at Eagle Strategies LLC, based in Lake Stevens, WA, with 2 years of industry experience. Brett 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
2008 123rd Avenue Ne, Lake Stevens, WA, 98258
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brett has ownership interests in multiple real estate holding companies and rental properties. He dedicates minimal time to these activities, primarily involving communication with property managers and lenders.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations6 states
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