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Christine Schader

19 Years of Experience
Coeur D Alene, ID
BrokerSells Insurance

Christine Schader is a registered investment advisor at Eagle Strategies LLC, based in Coeur D Alene, ID, with 19 years of industry experience. Christine 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

715 N 4th Street, Coeur D Alene, ID, 83814

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Christine owns rental properties and spends minimal time on them. She also operates under the DBA names of The Financial Wealth & Wellness Center and Draggoo Financial Group, LLC for selling New York Life products and brokering non-registered insurance products, and owns SoulTuned LLC as a life/happiness inspirational speaker and author.

Employment History
Current Registrations
Eagle Strategies LLC
January 2012 - Present · 14 yrs 4 mos
Nylife Securities LLCBroker
November 2006 - Present · 19 yrs 6 mos
State Registrations6 states
CAIDMTORSDWA
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.
Christine Schader - Financial Advisor | TrueAdvisor