Simon Bloomfield
Simon Bloomfield is a registered investment advisor at Eagle Strategies LLC, based in Brewster, MA, with 20 years of industry experience. Simon 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
Brewster, MA
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2011Other Business ActivitiesSells Insurance
Simon works as an insurance broker with outside carriers since 2016, dedicating minimal time to this activity. He also operates under the DBA name of White Cap Financial and Insurance Services to sell New York Life products and broker non-registered insurance products since September 2024.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations4 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.