Eileen Ybanez is a registered investment advisor at Coyle Capital, LLC, based in Lakeway, TX, with 16 years of industry experience. Eileen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Tax Planning. Their firm serves 320 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Coyle Capital's annual fee for portfolio management, family office, and wealth planning services ranges from 0.25% to 2.5% of your portfolio's value. The specific fee depends on the size of your portfolio, the complexity of services, and the level of administration required. Fees are negotiable. You are responsible for custodian fees, brokerage fees, and other third-party fees.
Location
2802 Flintrock Trace, Suite B109, Lakeway, TX, 78738
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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
Eileen is the Director of Customer Service at Wolf Retirement Navigation, offering investment advisory services and insurance sales since 2017. This activity is nearly full-time.
Employment History
Current Registrations
Coyle Capital, LLC
Previous Registrations
Retirement Wealth Advisors, LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Lincoln Financial Advisors CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.