Collie Coburn
Collie Coburn is a registered investment advisor at Eagle Strategies LLC, based in Santa Maria, CA, with 8 years of industry experience. Collie 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
2650 Industrial Parkway, Suite 200, Santa Maria, CA, 93455
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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
Collie works as an insurance broker, appointed with outside carriers to broker non-registered products since March 2021, dedicating minimal time. Collie also operates under the DBA name of Fulcrum Wealth and Insurance Solutions, LLC to sell New York Life products and services and broker non-registered insurance products since November 2023.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations10 states
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