Micheline Yacoub
Micheline Yacoub is a registered investment advisor at Eagle Strategies LLC, based in Boston, MA, with 14 years of industry experience. Micheline 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
M Y Core Financials LLC, 1864 Center Street, Suite 3A, Boston, MA, 02132
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2022Other Business ActivitiesSells Insurance
Micheline volunteers with Community Consulting Teams of Boston, providing consulting services to local non-profits for a few hours per week. She also owns and operates M.Y. Core Financials, LLC, and is appointed with outside insurance carriers to broker non-registered insurance products, dedicating about a quarter of her time to these activities.
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.