Gilberto Perez
Gilberto Perez is a registered investment advisor at Eagle Strategies LLC, based in Edinburg, TX, with 16 years of industry experience. Gilberto 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
2800 W Trenton Rd, Suite 2812-A, Edinburg, TX, 78539
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Regulatory History (1)
Customer Dispute
April 2025Other Business ActivitiesSells Insurance
Gilberto is an insurance broker for non-registered insurance products and owns rental property. He also serves as president of The Economic Development Committee of Hidalgo and owns RG Services, where his wife does income tax filing and notary public services.
Employment History
Current Registrations
Eagle Strategies 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.