Christine Medeiros
Christine Medeiros is a CFA, CFP-designated registered investment advisor at Eagle Strategies LLC, based in Honolulu, HI, with 13 years of industry experience. Christine 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
733 Bishop Street, Suite 2200, Honolulu, HI, 96813
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christine is an insurance broker, dedicating a few hours per week to brokering non-registered insurance products. She also volunteers with the CFA Society of Hawaii, the CFP Board Disciplinary and Ethics Commission, and the CFP Board Appeals Commission, and is involved with the Enchanted Lake PTA and Elementary Robotics Team.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
City National Securities, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations7 states
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