Brian Eisenbarth
Brian Eisenbarth is a CFA-designated registered investment advisor at Lava Creek Capital Management, LLC, based in San Rafael, CA, with 24 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 50 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable under certain circumstances. Cash balances are assessed an advisory fee unless otherwise agreed in writing.
Fee Estimator
Location
2370 Kerner Blvd., Suite 360, San Rafael, CA, 94901
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 →Employment History
Current Registrations
Lava Creek Capital Management, LLC
Previous Registrations
Gbs Financial CORP.
Nollenberger Capital Partners, INC.
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Merrill Lynch Pierce Fenner & Smith INC.
D.A. Davidson & CO.
Davidson Investment Advisors, INC.
State Registrations2 states
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
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