Robert Hodgkiss
Robert Hodgkiss is a registered investment advisor at Eagle Strategies LLC, based in Houston, TX, with 32 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
3200 Southwest Freeway, Suite 1900, Houston, TX, 77027
Get directionsHistory
Regulatory History (2)
Regulatory
March 1995Customer Dispute
October 1993Other Business Activities
Robert owns Roto, LLC, a real estate investment company, dedicating minimal time. He is also a committee member at Medinah Country Club and a board member for the American College Alumni Board, dedicating minimal time to each.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Jefferson-Pilot Investor Services, INC.Broker
F.N. Wolf & CO., INC.Broker
State Registrations2 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.