Tara Ellis
Tara Ellis is a registered investment advisor at Eagle Strategies LLC, based in San Mateo, CA, with 13 years of industry experience. Tara 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
951 Mariners Island Blvd, Suite 600, San Mateo, CA, 94404
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2021Criminal
September 2003Other Business ActivitiesSells Insurance
Tara is an independent contractor brokering non-registered insurance products, dedicating minimal time to this activity. She also serves as a board member for Heatrx, a pest control company owned by her husband, and is a partner in HeatRx Los Angeles, assisting with sales, training, and operations, spending about 10-20% of her time on this.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations5 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.