Aaron Verbrugge
Aaron Verbrugge is a registered investment advisor at Eagle Strategies LLC, based in Hudsonville, MI, with 23 years of industry experience. Aaron 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
3424 Chicago Drive, Suite 203, Hudsonville, MI, 49426
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2012Other Business ActivitiesSells Insurance
Aaron is involved in insurance brokering with outside carriers, dedicating a few hours per week. He also operates under the DBA name of Affinity Financial Group to sell New York Life products and broker non-registered insurance products since 2017.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Signator Investors, INC.Broker
State Registrations13 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.