Zhi Lin is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in New York, NY, with 10 years of industry experience. Zhi is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 133,900 clients with $32B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment management through several programs where fees vary depending on the specific platform and services selected:
- Retirement Plan Consulting Program — annual fees generally range up to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
- ERISA Investment Manager Program — annual fees generally range from 0.05% to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
- Co-Advisory Program — Eagle Strategies charges fees ranging from 0% to 1.25% of assets under management, which are paid in addition to the co-adviser's fees.
- New York Life Premier Advisory Variable Annuity — advisory fees range from 0% to 1% of the policy's accumulation value per year.
Location
168 Canal Street, New York, NY, 10013
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
Zhi works as an insurance broker with outside carriers since 2018, dedicating a few hours per week to this activity. Zhi also operates under the DBA name of Hang Bo Financial Group to sell New York Life products and services, as well as brokering non-registered insurance products.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations1 state
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
More Advisors
- Mohannad MekawyEagle Strategies LLC
- Luca DamaroEagle Strategies LLC
- Gurgen BakhshiyanEagle Strategies LLC
- Samuel Yakubu, ChFCEagle Strategies LLC
- Michael Boubert, ChFCEagle Strategies LLC
- Rocio Mendez, ChFCEagle Strategies LLC