Karen Stevens is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Perrysburg, OH, with 17 years of industry experience. Karen 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
3295 Levis Commons Blvd, Suite 3295, Perrysburg, OH, 43551
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karen works for Education First, teaching online to kids in China, dedicating about 10-20% of her time. Karen also owns A Business Puzzle, LLC, where she helps small businesses structure and organize for growth, spending minimal time on this activity.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations5 states
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