Frederick Nyberg is a registered investment advisor at Eagle Strategies LLC, based in Yakima, WA, with 24 years of industry experience. Frederick 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
925 Triple Crown Way, Yakima, WA, 98908
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Frederick is the owner of KTN Thermal Dynamics, serves as a volunteer for IDEA - Central Asian Harvest Project, and consults with apple tree nurseries. He also serves on the elder board for Calvary Chapel Church and volunteered with the Washington State Insurance Commissioner's office to provide feedback on life and disability licensing.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
MML Investors Services, LLCBroker
Nylife Securities LLCBroker
State Registrations3 states
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