John Eisenbarth is a registered investment advisor at Gladstone Wealth Partners, based in Columbus, IN, with 27 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,910 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gladstone Wealth Partners charges up to 2.00% of your portfolio per year for investment management. This fee is negotiable and paid quarterly in advance. Clients in non-wrap programs will separately incur commissions and transaction costs. Gladstone also uses third-party technology platforms to manage retirement accounts, and passes the cost of these platforms on to you, sometimes with a markup.
Location
50 Washington Street, Suite 1A, Columbus, IN, 47201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a Registered Investment Adviser with Kessler Investment Group, LLC since 2010, dedicating full-time hours. He also works with Gladstone Institutional Advisory under multiple DBAs, spending about half his time during securities trading.
Employment History
Current Registrations
Gladstone Wealth Partners
Kessler Investment Group, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Money Concepts Capital CORP
State Registrations2 states
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