EB
EB

Eve Brewer

2 Years of Experience
Tyler, TX
1 DisclosureBroker

Eve Brewer is a registered investment advisor at Eagle Strategies LLC, based in Tyler, TX, with 2 years of industry experience. Eve 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

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.
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Location

777 S Broadway, Ste 100, Tyler, TX, 75701

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History

Regulatory History (1)
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Financial
August 2020
Final
Other Business Activities

Eve is a Notary Public for general public needs since 2021, spending minimal time on this activity. She does not advertise or earn compensation for these services.

Employment History
Current Registrations
Eagle Strategies LLC
September 2024 - Present · 1 yr 8 mos
Nylife Securities LLCBroker
November 2023 - Present · 2 yrs 6 mos
State Registrations13 states
COFLGAIAINKSKYLAMANMOHOKTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.