Trisha Beharie is a registered investment advisor at Eagle Strategies LLC, based in Glendale, CA, with 5 years of industry experience. Trisha 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
801 N Brand Blvd, Suite 1400, Glendale, CA, 91311
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Trisha receives royalties from Screen Actors Guild and Actors Equity, dedicating a few hours per week. She is also a board member for Westmore Beach Villas Ltd. and an investor in Sila Realty Trust, AMG Pantheon Fund, and StepStone Private Venture and Growth Fund, but spends minimal time on these activities.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations1 state
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