Matthew Sharabi
Matthew Sharabi is a registered investment advisor at Eagle Strategies LLC, based in Upland, CA, with 1 years of industry experience. Matthew 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
414 N 2nd Ave, Upland, CA, 91786
Get directionsHistory
Regulatory History (2)
Criminal
June 2005Criminal
January 2005Other Business ActivitiesSells Insurance
Matthew is the treasurer and a board member of the Morgan Square Home Owners Association, dedicating minimal time to community management. He also operates under the DBA name of DH Financial & Insurance Services for servicing insurance and financial product clients.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations22 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.