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Mark Buller

Advisor at Eagle Strategies (NY Life)

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Eagle Strategies (NY Life) logo

Firm

Eagle Strategies (NY Life)

Location

Ville Platte, LA 70586

Credentials

Series 66

Industry experience

35 years

About

Mark Buller is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has 35 years of industry experience and has been with NYLIFE Securities Inc. since 1990. Outside of his advisory role, Buller serves on several local boards, including Cabot Corporation of Ville Platte and Ville Platte Medical Center, and is actively involved with Sacred Heart Catholic School through fundraising and leadership positions. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions using third-party managers and model portfolios, operating as a fiduciary for retirement clients and coordinating investment advice with affiliated insurance and broker-dealer entities.

Client services

Based on Eagle Strategies (NY Life)

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Eagle Strategies (NY Life)

General retirement planning Retirement income strategy

Occupation focus

Based on Eagle Strategies (NY Life)

Founder/Business Owner Retired

Fee options

Fixed

Financial planning seminar fees generally range from $35 to $200 per attendee

Percentage

$0+: Negotiable fees generally range from $500 to $35,000 per financial plan delivered $0+: Financial planning seminar fees generally range from $35 to $200 per attendee $0+: Fee-based hourly advice fees generally range from $100 to $400 per hour $0+: Retirement Plan Consulting Program fees generally range up to 0.80% of Plan assets or up to $100,000 flat $0+: ERISA Investment Manager Program fees generally range from 0.05% to 0.80% of Plan assets or up to $100,000 flat $0+: Co-Advisory Program fees range from 0% to 1.25% of assets under management $25,000+: New York Life Premier Advisory Variable Annuity advisory fee ranges from 0% to 1% of the policy’s Accumulation Value

Commissions

Commissions on insurance and securities products sold outside of advisory programs (except Advisory VA)

Project-based

Hourly fee generally ranges from $100 to $400 per hour for fee-based hourly advice

Subscriptions

Ongoing Subscription Agreement for financial planning services with fees agreed for up to five years

Other

Account minimum: $25,000 Fee-only: Financial planning fees, fee-based hourly advice, and foundational analysis (no fee for foundational analysis)

Location

715 A W Lincoln Rd

Ville Platte, LA 70586

Most active in

Louisiana

Work history

Nylife Securities Inc.

1990 - Present (36 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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