Robert Gascho
Robert Gascho is a CFP-designated registered investment advisor at Eagle Strategies LLC, based in San Francisco, CA, with 15 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
425 Market Street, Suite 1800, San Francisco, CA, 94105
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2018Other Business ActivitiesSells Insurance
Robert receives passive revenue from Keymix Solutions, a sole proprietorship, and is involved in insurance brokering. He also serves as a board member for the National Foundation for Autism Research (NFAR), dedicating a few hours per week, and is a member of a Home Owner Association, spending minimal time on it.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLC
Nylife Securities LLCBroker
State Registrations18 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.