RE

Robert Joel Eisenberg

8 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
1,136 clients
Average Client Portfolio
$192K average
Assets Under Management
$218.6M

Fee Structure

Minimum Investment:$50K
Financial Plan Fee:$250 - $5,000
Hourly Rate:$250 - $500/hr

SGL's maximum advisory fee is 1.50% of assets under management, but advisers can lower this fee subject to a minimum set by SGL and the third-party money manager. The chosen fee will be indicated on Exhibit I of the SGL Client Investment Advisory Agreement. Financial planning fees range from $250 to $5,000 based on the project's size and scope. Hourly fees for financial planning or consulting are $250 - $500. There is a $50,000 account minimum, which may be waived at SGL's discretion.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
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Advisor Information

Office location

1130 W. Lake Cook Road, Suite 150, Buffalo Grove, IL, 60089

Get directions
Regulatory History (2)
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Regulatory
November 2018
Final
Regulatory
February 2018
Final
Employment History
Current Registrations
Sgl Financial, LLC
August 2022 - Present · 3 yrs 5 mos
Previous Registrations
Sgl Financial, LLC
August 2022 - August 2022 · 0 mos
Northwestern Mutual Investment Services,llc
April 2022 - July 2022 · 3 mos
Northwestern Mutual Investment Services, LLC Broker
March 2022 - July 2022 · 4 mos
Verity Asset Management
September 2021 - December 2021 · 3 mos
Brookstone Capital Management LLC
July 2020 - October 2020 · 3 mos
Gradient Advisors, LLC
November 2018 - April 2019 · 5 mos
Waterstone Financial Group, INC.Broker
January 2007 - December 2008 · 1 yr 11 mos
NFP Securities, INC.
November 2005 - September 2006 · 10 mos
NFP Securities, INC.
April 2005 - April 2005 · 0 mos
NFP Securities, INC.Broker
February 2005 - September 2006 · 1 yr 7 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.