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Tobin Mergenthaler
14 Years of Experience
Traceys Landing, MD
1 DisclosureBroker
Tobin Mergenthaler is a registered investment advisor at Eagle Strategies LLC, based in Traceys Landing, MD, with 14 years of industry experience. Tobin 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B
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.
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Location
389 Deale Rd, Building 13 Suite C, Traceys Landing, MD, 20779
Get directionsHistory
Regulatory History (1)
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Criminal
June 2001Final Disposition
Employment History
Current Registrations
Eagle Strategies LLC
June 2015 - Present · 11 yrs 1 mo
Nylife Securities LLCBroker
May 2011 - Present · 15 yrs 2 mos
State Registrations11 states
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AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.