Thomas Eifler
Thomas Eifler is a registered investment advisor at Wealthtrust Asset Management, LLC, based in Plano, TX, with 37 years of industry experience. Thomas 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 250 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WealthTrust Asset Management charges an annual fee based on a percentage of your portfolio. The maximum fee for discretionary accounts is 1.25%, and the maximum fee for non-discretionary accounts is 1.55%. Fees may vary based on the size of the account, complexity of the portfolio, or extent of activity. Fees are negotiable.
Location
101 E Park Blvd, Suite 1100, Plano, TX, 75074
Get directionsHistory
Regulatory History (4)
Customer Dispute
October 2019Civil Bond
December 2016Employment Separation After Allegations
December 2016Judgment / Lien
July 2013Other Business ActivitiesSells Insurance
Thomas is an Investment Advisor Representative with TAMP Advisory Solutions, LLC. He is also a licensed insurance agent operating under Canyon Creek Capital and associated with Advisors Excel and Peak Trust Financial Group Inc, dedicating about 10-20% of his time to insurance-related business.
Employment History
Current Registrations
Wealthtrust Asset Management, LLC
Previous Registrations
Peak American Investment Advisors, INC.
Valiant Wealth Management
Ic Advisory Services, INC.
The Investment Center, INC.
The Investment Center, INC.Broker
Prudential Securities IncorporatedBroker
PNC Securities CORPBroker
Citizens Fidelity Capital Markets, INC.Broker
State Registrations1 state
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.