Mark Schmeling
Mark Schmeling is a registered investment advisor at Eagle Strategies LLC, based in Anchorage, AK, with 9 years of industry experience. Mark 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
188 W Northern Lights Blvd, Suite 1300, Anchorage, AK, 99503
Get directionsHistory
Regulatory History (1)
Criminal
September 1990Other Business ActivitiesSells Insurance
Mark is a board member for Shepherd of the Hills Lutheran Church and Lutheran Social Services Alaska, and is also involved with the Rotary Club of Anchorage East. Mark also works as an insurance broker, dedicating a few hours per week to this role.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations12 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.