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Alan Eisenman

29 Years of Experience
New York, NY
1 DisclosureBroker

Alan Eisenman is a registered investment advisor at Sanford C. Bernstein & CO., LLC, based in New York, NY, with 29 years of industry experience. Alan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 112 clients with $1.2B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
446 advisors
Number of Clients
112 clients
Average Client Portfolio
$10.9M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.85%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $3.0M1.20%
$3.0M - $6.0M1.10%
$6.0M - $11.0M1.05%
$11.0M - $26.0M0.90%
$26.0M - $51.0M0.75%
$51M+0.65%

Rates shown apply to return-seeking and diversifying assets. Accounts between $1M and $5M also incur a 0.25% administrative and servicing charge on the first $3M of applicable assets. Accounts under $1M fall under an all-inclusive fee schedule.

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

66 Hudson Boulevard East, New York, NY, 10001

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History

Regulatory History (1)
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Customer Dispute
February 2010
Closed-No Action
Employment History
Current Registrations
Sanford C. Bernstein & CO., LLC
December 2000 - Present · 25 yrs 10 mos
Sanford C. Bernstein & CO., LLCBroker
December 2000 - Present · 25 yrs 10 mos
Alliancebernstein L.P.
February 1999 - Present · 27 yrs 8 mos
Previous Registrations
Sanford C. Bernstein & CO., INC.Broker
September 1997 - December 2000 · 3 yrs 3 mos
Sanford C. Bernstein & CO., INC.Broker
August 1997 - September 1997 · 1 mo
American Express Financial Advisors INC.Broker
October 1996 - September 1997 · 11 mos
Ids Life Insurance CompanyBroker
October 1996 - September 1997 · 11 mos
State Registrations29 states
AKAZCACOCTDCDEFLGAIDILMAMDMEMINCNHNJNMNVNYOHORPASDTXVTWIWY
AdvisorBrokerBoth

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.
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