Jade Eagles
Jade Eagles is a registered investment advisor at The Wealthgarden F.S. LLC, based in El Segundo, CA, with 14 years of industry experience. Jade operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 223 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are negotiable. Total fees collected will not exceed 3% of assets under management per year.
Fee Estimator
Location
1730 E. Holly Ave, Suite 838, El Segundo, CA, 90245
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2025Customer Dispute
May 2022Customer Dispute
June 2015Other Business ActivitiesSells Insurance
Jade co-owns MS JNJ LLC, a rental real estate business, and spends minimal time on it. Jade is also an insurance agent since 2011, dedicating a few hours per week, and co-owns TaxGarden, LLC, providing tax accounting services, spending minimal time on it. Finally, Jade co-owns and co-hosts a podcast and video series on divorce financial planning, spending minimal time on it.
Employment History
Current Registrations
The Wealthgarden F.S. LLC
Previous Registrations
Northwest Asset Management
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
J.P. Morgan Securities LLCBroker
Oneamerica Securities, INC.Broker
AXA Advisors, LLCBroker
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.