Bryan Schimmel
Bryan Schimmel is a registered investment advisor at Eagle Strategies LLC, based in Los Angeles, CA, with 11 years of industry experience. Bryan 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
10250 Constellation Blvd, 25th FLOOR, Los Angeles, CA, 90067
Get directionsHistory
Regulatory History (1)
Criminal
June 2014Other Business ActivitiesSells Insurance
Bryan works as an insurance broker with outside carriers, dedicating minimal time to this activity. He also operates under two DBAs to sell New York Life products and broker non-registered insurance products, and serves as a board member for Beit T'Shuvah.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Gerber Kawasaki Wealth & Investment Management
AXA Advisors, LLC
AXA Advisors, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
H. Beck, INC.
H. Beck, INC.Broker
State Registrations16 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.