Jeffrey Schuler
Jeffrey Schuler is a registered investment advisor at Eagle Strategies LLC, based in Lakewood, CO, with 12 years of industry experience. Jeffrey 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
215 Union Blvd, Suite 200, Lakewood, CO, 80228
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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
Jeffrey owns Linus Enterprises LLC, holding vacant land and AAPL stock, spending minimal time on this activity. He also operates under the DBA name of High Point Financial Group, LLC, selling New York Life products and brokering non-registered insurance products, and is an insurance broker appointed with outside carriers for brokering non-registered insurance products. Finally, he is a shareholder in NYLARC Holding Company, Inc., reinsuring the life insurance he writes with New York Life.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations17 states
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