Robert Westberg
Robert Westberg is a CFP, ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Downers Grove, IL, with 34 years of industry experience. Robert 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
5201 Washington Street, Suite 1, Downers Grove, IL, 60515
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2023Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Robert is the owner of a CPA firm since 1993, dedicating about 10-20% of his time. He is also appointed with various outside insurance carriers to broker non-registered insurance products and is an investment advisor affiliated with Eagle Strategies.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
First Chicago Capital Markets, INC.Broker
First Chicago Investment Services, INC.Broker
State Registrations20 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.