David Webb
David Webb is a registered investment advisor at Eagle Strategies LLC, based in San Antonio, TX, with 18 years of industry experience. David 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
21720 Hardy Oak Blvd, Suite 85, San Antonio, TX, 78258
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2018Customer Dispute
June 2015Other Business ActivitiesSells Insurance
David operates under the DBA name of Atlas Retirement Strategies, LLC to sell New York Life products and services. He is also an insurance broker appointed with outside insurance carriers and is licensed to sell property and casualty insurance, though it's not an immediate part of his practice; these insurance activities take a few hours per week.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations6 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.