Adam Herzing
Adam Herzing is a CFP-designated registered investment advisor at Eagle Strategies LLC, based in Lake Forest, CA, with 18 years of industry experience. Adam 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
26501 Rancho Parkway South, Suite 102, Lake Forest, CA, 92630
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2022Criminal
July 1999Other Business ActivitiesSells Insurance
Adam works as an insurance broker for non-registered insurance products since 2010. He also invests in cryptocurrency, reinsures life insurance with New York Life, owns the commercial office building his practice rents, and is a board member of his office building's HOA, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations31 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.