Eisenhilfer Capital LLC, based in Lincoln, RI, offers tailored investment advice and discretionary portfolio management services to meet clients' individual needs and objectives. They also provide financial planning services, ranging from broad-based to single-subject planning, to help clients manage their financial resources and achieve their financial goals. Eisenhilfer Capital also offers educational seminars/workshops to various groups or organizations upon request.
Assets Under Management$43M
Clients230
Advisors1
Avg. per Client$190K
Avg. per Advisor$43M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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