Austin Bustamante
Austin Bustamante is a registered investment advisor at Eagle Strategies LLC, based in Redlands, CA, with 16 years of industry experience. Austin 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
1255 W Colton Avenue, Suite 104, Redlands, CA, 92374
Get directionsHistory
Regulatory History (3)
Financial
June 2017Customer Dispute
May 2012Customer Dispute
September 2011Other Business ActivitiesSells Insurance
Austin works as an insurance broker since 2014, dedicating a few hours per week to this activity. He also operates under the DBA Generations Capital Strategies & Insurance Solutions to sell New York Life products and broker non-registered insurance products.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Eagle Strategies LLC
State Registrations3 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.