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Thomas Eifler

Wealthtrust Asset Management, LLC
37 Years of Experience
Plano, TX
4 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

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 Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 256 clients with $220M in assets under management.

Wealthtrust Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
256 clients
Average Client Portfolio
$849K average
Assets Under Management
$217.4M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Maximum annual fee is 1.25% for discretionary accounts and 1.55% for non-discretionary accounts. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

101 E Park Blvd, Suite 1100, Plano, TX, 75074

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2019
Pending
Civil Bond
December 2016
Employment Separation After Allegations
December 2016
Judgment / Lien
July 2013
View Full SEC ReportHow to Read Disclosures
Other 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
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
Peak American Investment Advisors, INC.
January 2020 - May 2020 · 4 mos
Valiant Wealth Management
October 2017 - December 2018 · 1 yr 2 mos
Ic Advisory Services, INC.
June 2006 - December 2016 · 10 yrs 6 mos
The Investment Center, INC.
January 2001 - June 2006 · 5 yrs 5 mos
The Investment Center, INC.Broker
October 1999 - December 2016 · 17 yrs 2 mos
Prudential Securities IncorporatedBroker
October 1990 - November 1999 · 9 yrs 1 mo
PNC Securities CORPBroker
January 1989 - September 1990 · 1 yr 8 mos
Citizens Fidelity Capital Markets, INC.Broker
April 1988 - January 1989 · 9 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.
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