Benjamin Houseman
Benjamin Houseman is a CFP, ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Creve Coeur, MO, with 15 years of industry experience. Benjamin 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
Three City Place Drive, Suite 690, Creve Coeur, MO, 63141
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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
Benjamin works as an insurance broker with various carriers, dedicating a few hours per week to this activity. He also operates under the DBA name of Houseman Financial & Insurance Services LLC, selling New York Life products and brokering non-registered insurance products, and is the President of the Society of Human Resource Management of Greater St. Louis, spending minimal time on this role.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Edward JonesBroker
State Registrations8 states
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