Lisa Block
Lisa Block is a registered investment advisor at Everhart Advisors, based in Miamisburg, OH, with 13 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 7 more. Their firm serves 2,912 clients with $2.5B 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 $3.0M | 1.00% |
| $3.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.40% |
Fees are negotiable and vary based on account size, scope of services, and complexity. Related accounts may be aggregated for fee calculation purposes at Everhart Advisors' discretion.
Fee Estimator
Location
8525 Gander Creek Drive, Miamisburg, OH, 45342
Get directionsHistory
Regulatory History (3)
Regulatory
December 2018Regulatory
August 2016Employment Separation After Allegations
November 2013Other Business ActivitiesSells Insurance
Lisa works as a senior plan consultant for Everhart Advisors, dedicating nearly full-time hours to this role. Her activities include consulting and sales of insurance.
Employment History
Current Registrations
Everhart Advisors
Previous Registrations
Mid Atlantic Capital CorporationBroker
Proequities, INC.Broker
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.
Exams
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