Robert Seghers
Robert Seghers is a registered investment advisor at Eagle Strategies LLC, based in New Orleans, LA, with 4 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
639 Loyola Avenue, Suite 1900, New Orleans, LA, 70113
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a notary public, an officer in the Saint Benilde Men's Club, an insurance broker, the owner of Seghers Financial Services LLC, and an officer in Business Networking International (BNI). He dedicates minimal time to most of these activities, except for Seghers Financial Services LLC and BNI, which take a few hours per week.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations8 states
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