Isabelle Liu is a PFS-designated registered investment advisor at Eagle Strategies LLC, based in Houston, TX, with 4 years of industry experience. Isabelle 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
3200 Southwest Freeway, Suite 1900, Houston, TX, 77027
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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.
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Isabelle is the Committee Vice Chair for the TXCPA Houston Chapter, a member of the TXCPA Houston Chapter's investment committee, an officer for the Houston Society of Chinese American CPAs, and a board member for the Nanjing University Alumni Association. These activities involve providing CPE training classes, discussing the chapter's portfolio, giving guidance for CPE courses, and planning alumni events, respectively.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations3 states
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