Wai Luk
Wai Luk is a registered investment advisor at Eagle Strategies LLC, based in San Jose, CA, with 14 years of industry experience. Wai 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
550 S Winchester Blvd, Suite 405, San Jose, CA, 95128
Get directionsHistory
Regulatory History (1)
Financial
November 2020Other Business ActivitiesSells Insurance
Wai works as an insurance broker with outside carriers since 2014, dedicating minimal time. Wai also operates under the DBA name of Luk Financial and Insurance Solutions to sell New York Life products and broker non-registered insurance products since 2016.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations4 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.