Evelin Freytas
Evelin Freytas is a registered investment advisor at Eagle Strategies LLC, based in Chicago, IL, with 14 years of industry experience. Evelin 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
500 West Madison Street, Suite 1725, Chicago, IL, 60661
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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
Evelin brokers non-registered insurance products through outside carriers and operates under the DBA name of Wealth Management of Chicago LLC d/b/a Mastermind Wealth Strategies LLC for selling New York Life products and services, starting in 2013 and 2021 respectively. She is also a board member of the Ecuadorian Volunteers Association (EVA), dedicating minimal time each month to leading the organization.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Nylife Securities LLC
State Registrations26 states
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