Alan Eichner is a registered investment advisor at Eichner Investment Planning, LLC, based in Cincinnati, OH, with 21 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 24 clients with $650M 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 $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $20.0M | 0.45% |
| $20M+ | 0.37% |
Fees may be negotiated for clients where specialized investment services are needed.
Fee Estimator
Location
4030 Smith Road, Suite 200, Cincinnati, OH, 45209
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
Eichner Investment Planning, LLC
Previous Registrations
Eichner Investment Planning, LLC
Gries Financial LLC
Eichner Investment Planning, LLC
Fort Washington Investment Advisors 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.