Marguerite Wiese
Marguerite Wiese is a CFP-designated registered investment advisor at Eagle Strategies LLC, based in Herndon, VA, with 9 years of industry experience. Marguerite 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
625 Elden Street, Suite 203, Herndon, VA, 20170
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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
Marguerite receives royalty and lease payments for inherited mineral rights in Texas, dedicating minimal time to this activity. She is also involved with the Braddock District Democratic Committee, spending about 10-20% of her time as a member and precinct captain, and operates under the name Eldenstreet Financial, LLC to sell New York Life products and services, and is a director for Park West Community Association, spending a few hours per week.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Eagle Strategies LLC
State Registrations14 states
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