Matthew Carmichael
Matthew Carmichael is a registered investment advisor at Eagle Strategies LLC, based in Lakeside, CA, with 7 years of industry experience. Matthew 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
Lakeside, CA
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Regulatory History (1)
Customer Dispute
December 2025Other Business ActivitiesSells Insurance
Matthew is a board member for Operation Amped, a non-profit, and an insurance broker for outside insurance carriers. He also is a passive investor in Edison Motors. He dedicates a few hours per week to Operation Amped and minimal time to his insurance and investment activities.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations10 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.