Eulette Edwards
Eulette Edwards is a registered investment advisor at Eagle Strategies LLC, based in Sunrise, FL, with 10 years of industry experience. Eulette 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
1300 Concord Terrace, 5th Floor, Sunrise, FL, 33323
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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
Eulette brokers non-registered insurance products with outside insurance carriers since 2020 and operates under the DBA name of Eulette Edwards & Associates, Financial and Insurance Services, LLC for selling New York Life products and services as well as brokering non-registered insurance products since 2024. Eulette also participates in BNI Synergy, a networking group, and is an independent contractor for The Pacific Institute, facilitating mindset training.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations5 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.