AE
CFA
AE
CFA

Anita Eisthen

18 Years of Experience
Cincinnati, OH

Anita Eisthen is a CFA-designated registered investment advisor at Labrador Investments, LLC, based in Cincinnati, OH, with 18 years of industry experience. Anita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 113 clients with $29M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
113 clients
Average Client Portfolio
$261K average
Assets Under Management
$29.5M

Fee Structure

Minimum Investment:None
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.10%
$1.0M - $2.0M0.75%
$2.0M - $3.0M0.65%
$3.0M - $5.0M0.50%
$5M+0.30%

Different fee structures are negotiated from time to time to accommodate unique client circumstances, including quarterly billing (rather than monthly), fixed fees and hourly fees outside the scope of normal investment management of client assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Cincinnati, OH

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Labrador Investments, LLC
February 2008 - Present · 18 yrs 3 mos
State Registrations1 state
OH
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.