PA
PA

Pascal Asiedu

11 Years of Experience
Mt, Laurel, NJ
2 DisclosuresBrokerSells Insurance

Pascal Asiedu is a registered investment advisor at Eagle Strategies LLC, based in Mt, Laurel, NJ, with 11 years of industry experience. Pascal 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

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.
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Location

3000 Atrium Way, Suite 330, Mt, Laurel, NJ, 08054

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History

Regulatory History (2)
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Judgment / Lien
December 2024
Judgment / Lien
April 2022
Other Business ActivitiesSells Insurance

Pascal is an insurance broker appointed with outside carriers, dedicating minimal time to brokering non-registered insurance products. He also owns Panaasa Legacy Group LLC, an online merchandising business, taking about a quarter of his time, and is the managing director of Panaasa Company LTD, a logistics, farming, and hospitality business in Ghana, spending a few hours per week on it.

Employment History
Current Registrations
Eagle Strategies LLC
March 2019 - Present · 7 yrs 2 mos
Nylife Securities LLCBroker
April 2014 - Present · 12 yrs 1 mo
State Registrations12 states
AZCAGAKSNCNJNMNYOHORSCTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.