Ishkhan Boghossian
Ishkhan Boghossian is a registered investment advisor at Eagle Strategies LLC, based in Pasadena, CA, with 11 years of industry experience. Ishkhan 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
55 South Lake Ave, Suite 200, Pasadena, CA, 91101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ishkhan brokers non-registered insurance products through New Generation Insurance Marketing and operates under the DBA names Boghossian Financial Inc. and Blue Cedar Financial and Insurance Solutions to sell New York Life products and broker non-registered insurance products. He also owns a rental property and is a caretaker for his parents.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations3 states
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