EE
ChFC
EE
ChFC

Eugene Eignor

27 Years of Experience
Centerville, VA
Broker

Eugene Eignor is a ChFC-designated registered investment advisor at Nomura Investment Management Business Trust, based in Centerville, VA, with 27 years of industry experience. Eugene is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 287 clients with $140B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
53 advisors
Number of Clients
287 clients
Average Client Portfolio
$501.9M average
Assets Under Management
$144.0B

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M1.00%
$25.0M - $50.0M0.80%
$50M+0.75%

Representative fee schedule varies significantly by strategy and asset class. The schedule shown reflects the highest standard equity strategy (US Small Cap Value Equity). Fixed income strategies generally range from 0.10% to 0.60%. Fees are negotiable.

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

Centerville, VA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Nomura Investment Management Business Trust
October 2024 - Present · 2 yrs
Delaware Distributors, L.P.
May 2021 - Present · 5 yrs 5 mos
Delaware Distributors, L.P.Broker
May 2021 - Present · 5 yrs 5 mos
Previous Registrations
Ivy Distributors, INC.Broker
May 2012 - August 2021 · 9 yrs 3 mos
Waddell & ReedBroker
May 2012 - April 2021 · 8 yrs 11 mos
Dws Investments Distributors, INCBroker
October 2010 - May 2012 · 1 yr 7 mos
Rafferty Capital Markets, LLCBroker
March 2010 - October 2010 · 7 mos
Rydex Advisory Services, LLC
July 2005 - July 2009 · 4 yrs
Rydex Distributors, INC.Broker
January 2002 - July 2009 · 7 yrs 6 mos
Foliofn Investments, INC.Broker
June 2000 - January 2002 · 1 yr 7 mos
Vanguard Marketing CorporationBroker
July 1998 - June 2000 · 1 yr 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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