Bassem Beaini
Bassem Beaini is a registered investment advisor at Eagle Strategies LLC, based in Vienna, VA, with 22 years of industry experience. Bassem 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
8075 Leesburg Pike, Suite 400, Vienna, VA, 22182
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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
Bassem is appointed with outside carriers for non-NYL, non-registered insurance sales, operating under the DBA name of B & H Financial Services Inc. He also operates under the DBA name of B & H Financial Services Inc. DBA Beaini Financial Solutions for selling New York Life products and brokering non-registered insurance products, and is a shareholder in NYLARC Holding Company, Inc. and owner of Beaini Ventures LLC.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations15 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.