Alexa Pao
Alexa Pao is a registered investment advisor at Eagle Strategies LLC, based in Lake Mary, FL, with 13 years of industry experience. Alexa 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
801 International Parkway, 5th Floor, Lake Mary, FL, 32746
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Regulatory History (1)
Regulatory
July 2021Other Business ActivitiesSells Insurance
Alexa is an insurance broker appointed with outside carriers and operates under multiple DBAs to sell New York Life products and other non-registered insurance products. She also owns Authentic Alexa LLC and SocialLead, providing consulting and a SaaS platform for digital workspace setup and LinkedIn lead generation, respectively, taking about 10-20% of Alexa's time for each.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations11 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.