Ashish Tomar
Ashish Tomar is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Edina, MN, with 19 years of industry experience. Ashish 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
3600 Minnesota Dr, Ste 100, Edina, MN, 55435
Get directionsHistory
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
Ashish brokers non-registered insurance products with outside insurance carriers and operates under the DBA name Akshya Financial to sell New York Life products and services. He also owns rental properties and Sycamore-Plato Partners LLC, a commercial real estate rental company, dedicating a few hours per week to the latter.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLC
Nylife Securities LLCBroker
State Registrations9 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.