Tia Pappas is a registered investment advisor at Eagle Strategies LLC, based in Sandy, UT, with 2 years of industry experience. Tia 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
South Towne Corporate Center 1, 150 West Civic Center Drive - Suite 600, Sandy, UT, 84070
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tia owns Diamond T Investments, LLC dba The Pappas Ranch, an agriculture and rental property business, dedicating a few hours per week. She also owns a small share of BRATLAB, LLC DBA Habits at Work, a professional services and sales training company, spending minimal time advising on business strategy and making referrals. Tia also operates under the DBA name of Mathas Financial Group LLC for the purpose of selling New York Life products and services.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations9 states
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