Aman Goel
Aman Goel is a registered investment advisor at Eagle Strategies LLC, based in New Windsor, NY, with 11 years of industry experience. Aman 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
460 Temple Hill Road, New Windsor, NY, 12553
Get directionsHistory
Regulatory History (1)
Financial
January 2020Other Business ActivitiesSells Insurance
Aman is an insurance broker appointed with outside carriers and operates under the DBA name of Goel Financial to sell New York Life products and broker non-registered insurance products. He also invests in real estate. These activities take minimal time.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations11 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.