Richard Maus
Richard Maus is a registered investment advisor at Eagle Strategies LLC, based in Dallas, TX, with 21 years of industry experience. Richard 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
5005 Lyndon B Johnson Fwy, Ste 1600, Dallas, TX, 75244
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Regulatory History (1)
Customer Dispute
February 2022Other Business ActivitiesSells Insurance
Richard is an insurance broker appointed with various insurance carriers and operates under the DBA name of Maus and Associates, selling New York Life products and brokering non-registered insurance products. He also owns an office building for his team and is involved in several investment-related activities, including being a board member for NYLARC Holding Company Inc.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
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.