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CFP · ChFC
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CFP · ChFC

Robert Westberg

Eagle Strategies LLC
34 Years of Experience
Downers Grove, IL
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 133,900 clients with $32B in assets under management.

Eagle Strategies LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2490 advisors
Number of Clients
133,900 clients
Average Client Portfolio
$239K average
Assets Under Management
$32.0B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)

Eagle Strategies offers investment management through several programs where fees vary depending on the specific platform and services selected:

  • Retirement Plan Consulting Program — annual fees generally range up to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • ERISA Investment Manager Program — annual fees generally range from 0.05% to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • Co-Advisory Program — Eagle Strategies charges fees ranging from 0% to 1.25% of assets under management, which are paid in addition to the co-adviser's fees.
  • New York Life Premier Advisory Variable Annuity — advisory fees range from 0% to 1% of the policy's accumulation value per year.
View Full SEC Brochure

Location

5201 Washington Street, Suite 1, Downers Grove, IL, 60515

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2023
Denied
Customer Dispute
March 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
February 2000 - Present · 26 yrs 8 mos
Nylife Securities LLCBroker
October 1993 - Present · 33 yrs
Previous Registrations
First Chicago Capital Markets, INC.Broker
January 1989 - October 1990 · 1 yr 9 mos
First Chicago Investment Services, INC.Broker
September 1988 - October 1988 · 1 mo
State Registrations20 states
AZCACOFLGAIDILINKSMIMNMTNCNYOHORSCTNTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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