Larry Etzweiler
Larry Etzweiler is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Redlands, CA, with 43 years of industry experience. Larry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 133,900 clients with $32B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment management through several programs where fees vary depending on the specific platform and services selected:
- Retirement Plan Consulting Program — annual fees generally range up to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
- ERISA Investment Manager Program — annual fees generally range from 0.05% to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
- Co-Advisory Program — Eagle Strategies charges fees ranging from 0% to 1.25% of assets under management, which are paid in addition to the co-adviser's fees.
- New York Life Premier Advisory Variable Annuity — advisory fees range from 0% to 1% of the policy's accumulation value per year.
Location
1447 Ford Street, Suite 105, Redlands, CA, 92374
Get directionsHistory
Regulatory History (4)
Customer Dispute
August 2015Criminal
January 2005Customer Dispute
December 2004Customer Dispute
September 1998Other Business ActivitiesSells Insurance
Larry is an investment advisor representative with Eagle Strategies Corp and is appointed with various outside insurance carriers. He operates under the DBA Fox Financial and Insurance Services to broker non-registered insurance products, including life, health, fixed annuities, and disability insurance, some of which are offered by New York Life.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Eagle Strategies CORPBroker
State Registrations12 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.
Exams
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