Joshua Amparan
Joshua Amparan is a registered investment advisor at Eagle Strategies LLC, based in San Antonio, TX, with 4 years of industry experience. Joshua 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
8000 Ih 10 West, Suite 800, San Antonio, TX, 78230
Get directionsHistory
Regulatory History (1)
Criminal
August 2021Other Business Activities
Joshua volunteers with the UTSA Alumni Association, dedicating about 10-20% of his time to producing the "Birds Up Podcast". He also works as an independent contractor as a beer server at the San Antonio Beer Festival and is a board member for the Metro SA Chamber of Commerce, dedicating a few hours per week to each.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations3 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.