Elizabeth Na is a registered investment advisor at Eadvisor LLC, based in Cincinnati, OH, with 24 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1000K | 1.25% |
| $1M+ | 0.99% |
Fees are generally negotiable.
Fee Estimator
Location
4555 Lake Forest Drive, Suite 650, Cincinnati, OH, 45242
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Elizabeth is the owner and an accountant with NA & Associates CPA LLC and a licensed insurance agent, dedicating nearly full-time hours to these activities. She is also the president of 442 Chestnut Finance Group, Inc. and principal of JC Food Products Inc., which are not investment-related.
Employment History
Current Registrations
Eadvisor LLC
Previous Registrations
Transamerica Financial Advisors, INC.
Esi Financial Advisors
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
Intersecurities, INC.
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.