Jan Hilfer is a CFP-designated registered investment advisor at Eisenhilfer Capital LLC, based in Lincoln, RI, with 12 years of industry experience. Jan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 230 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | Included |
| $50K - $5.0M | 1.00% |
| $5.0M - $100.0M | 0.75% |
| $100M+ | 0.75% |
Clients with portfolios of $50,000 or less are charged $500 per hour.
Fee Estimator
Location
6 Blackstone Valley Place, Suite 302A, Lincoln, RI, 02865
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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 →Employment History
Current Registrations
Eisenhilfer Capital LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations3 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.