Ricky Gonzales
Ricky Gonzales is a registered investment advisor at Eagle Strategies LLC, based in New Braunfels, TX, with 14 years of industry experience. Ricky 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
910 Gruene Road, Building 4B, New Braunfels, TX, 78130
Get directionsHistory
Regulatory History (1)
Judgment / Lien
March 2024Other Business Activities
Ricky works as a hunting guide, assisting hunters in tracking and harvesting animals. This activity, which is not investment-related, takes a few hours per week.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
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.