Toria Troxel
Toria Troxel is a registered investment advisor at Eagle Strategies LLC, based in Denver, CO, with 4 years of industry experience. Toria 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
2000 S Colorado Blvd,, Tower 2 Suite 1100, Denver, CO, 80222
Get directionsHistory
Regulatory History (1)
Criminal
July 2014Other Business ActivitiesSells Insurance
Toria is a board member for two alumni associations and Asian Corporate & Entrepreneur Leaders, dedicating minimal time to each. She also operates under DBAs to sell New York Life products and services and broker non-registered insurance products, as well as working as an insurance broker, spending about half her time on these investment-related activities.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations12 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.