Seth Bassin
Seth Bassin is a registered investment advisor at Eagle Strategies LLC, based in Saddle Brook, NJ, with 13 years of industry experience. Seth 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
250 Pehle Avenue, 9th Floor Plaza 2 - Suite 900, Saddle Brook, NJ, 07663
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2022Financial
November 2017Other Business ActivitiesSells Insurance
Seth is an insurance broker for non-registered insurance products since 2018. This requires minimal time, about 4 hours per month, with 2 hours during securities trading hours.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations13 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.