Vatsal Patel is a registered investment advisor at Eagle Strategies LLC, based in Edison, NJ, with 6 years of industry experience. Vatsal 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
379 Thornall Street, 8th Floor, Edison, NJ, 08837
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Vatsal is the 100% owner of V M Corp dba Windsor Shoppe, a beer and wine convenience store, since 2020. He spends about 10-20% of his time reviewing income statements, speaking with an accountant, and renewing licenses.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward Jones
Edward JonesBroker
State Registrations6 states
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