Thomas Eifler
Thomas Eifler is a registered investment advisor at Wealthtrust Asset Management, LLC, based in Destin, FL, with 48 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
4458 Legendary Dr., Suite 140, Destin, FL, 32541
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2017Financial
June 2017Employment Separation After Allegations
February 2017Other Business Activities
Thomas owns real estate, including the office building and a hotel, and has ownership stakes in several holding companies and LLCs. He also serves on the investment committee for St. Xavier High School, reviewing outside investment advisors, and is a co-trustee.
Employment History
Current Registrations
Wealthtrust Asset Management, LLC
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
J.J.B. Hilliard, W.L. Lyons, LLC
Ic Advisory Services, INC.
The Investment Center, INC.
The Investment Center, INC.Broker
Prudential Securities IncorporatedBroker
Bache Halsey Stuart INC.Broker
Bache & CO IncorporatedBroker
Bache & CO., IncorporatedBroker
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.