John Balele
John Balele is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Las Vegas, NV, with 7 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 133,900 clients with $32B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment management through several programs where fees vary depending on the specific platform and services selected:
- Retirement Plan Consulting Program — annual fees generally range up to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
- ERISA Investment Manager Program — annual fees generally range from 0.05% to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
- Co-Advisory Program — Eagle Strategies charges fees ranging from 0% to 1.25% of assets under management, which are paid in addition to the co-adviser's fees.
- New York Life Premier Advisory Variable Annuity — advisory fees range from 0% to 1% of the policy's accumulation value per year.
Location
1700 S Pavilion Center Drive, Suite 450, Las Vegas, NV, 89135
Get directionsHistory
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
John owns Vegas Made LLC, an online VIP service booking company for Las Vegas nightclubs, dedicating a few hours per week. He is also a board member of African Diaspora of Las Vegas, a non-profit, and an investor in Mikijana LLC, a real estate rental, spending minimal time on each. Finally, John operates under the DBA Coverage & Capital Services, PC for selling New York Life products and brokering non-registered insurance products.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities 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.
Exams
More Advisors
- Christopher Rial, ChFCEagle Strategies LLC
- Christopher Heinlein, ChFCEagle Strategies LLC
- Reynaldo Lucero, CFPStrategic Advisers LLC
- Matteo Hoch, CFPBird Spring Financial LLC
- Devan Wyson, CFPForthright Partnerstm
- Lien Chaing, CFPCogwheel Wealth Management, LLC