Matthew Minehart
Matthew Minehart is a registered investment advisor at Eagle Strategies LLC, based in Tucson, AZ, with 24 years of industry experience. Matthew 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
2544 E 10th Street, Tucson, AZ, 85716
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2015Other Business ActivitiesSells Insurance
Matthew owns rental property since 2011, dedicating minimal time to it. He also works as an insurance broker and operates under the DBA name of Anchor Financial Solutions Group LLC, selling New York Life products and brokering non-registered insurance products.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
First Investors CorporationBroker
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.