Zachary Wong
Zachary Wong is a registered investment advisor at Eagle Strategies LLC, based in Gig Harbor, WA, with 12 years of industry experience. Zachary 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
12105 109th St Nw, Gig Harbor, WA, 98329
Get directionsHistory
Regulatory History (1)
Criminal
April 2007Other Business ActivitiesSells Insurance
Zachary works as an insurance broker, dedicating minimal time to this activity. He also is an independent contractor for Cedar Lane Apartments LLC, a family business, and owns a rental property, spending about 10-20% of his time on each.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLC
Nylife Securities LLCBroker
State Registrations31 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.