Robert Karalius
Robert Karalius is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Wayne, PA, with 37 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
595 E. Swedesford Road, Suite 300, Wayne, PA, 19087
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2015Other Business ActivitiesSells Insurance
Robert is an insurance broker appointed with outside carriers and operates under the DBA name of Karalius & Associates Insurance and Financial Services, LLC, selling New York Life products and brokering non-registered insurance products. He is also an investor in NYLARC Holding Company, Inc., a private placement involving reinsurance of New York life insurance policies.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations28 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.
Exams
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