Benjamin Yin
Benjamin Yin is a registered investment advisor at Eagle Strategies LLC, based in Alpharetta, GA, with 15 years of industry experience. Benjamin 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
3655 Brookside Parkway, Suite 400, Alpharetta, GA, 30022
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2023Other Business ActivitiesSells Insurance
Benjamin operates under the DBA names of Generational Financial Partners LLC and Genfidi, LLC for brokering insurance products. He also has several investment-related activities, including real estate and mining funds, and passive investments in various companies, dedicating minimal time to most of them.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations32 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.