Elizabeth Bauer
Elizabeth Bauer is a registered investment advisor at Eagle Strategies LLC, based in Albany, NY, with 14 years of industry experience. Elizabeth 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
7 Executive Drive, Albany, NY, 12203
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2022Other Business ActivitiesSells Insurance
Elizabeth operates under the DBA name of The Di Bella Financial Group, LLC for selling New York Life products and services and works as an insurance broker for non-registered insurance products, dedicating a few hours per week. She is also a board member for the "wealth management center" at Siena College and an investor in cryptocurrency.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations17 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.