C Rassler
C Rassler is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Weston, FL, with 46 years of industry experience. C 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
138 Dockside Terrace, Weston, FL, 33327
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2016Other Business ActivitiesSells Insurance
C is involved in insurance brokering and operates under several DBAs (Mahoney Financial Organization LLC, Rassler Financial Strategies, The Bridge Group, Inc., and M&A Executive Benefit Insurance Solutions, LLC) for selling New York Life products and other insurance products. C also serves on the board of several organizations and is an investor in NYLARC Holding Company, Inc.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Family Wealth Counselors, INC.
MML Investors Services, INC.
MML Investors Services, INC.Broker
First Florida Investment Brokers, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations11 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.