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Eileen Stanic

13 Years of Experience
Dublin, OH

Eileen Stanic is a registered investment advisor at Meeder Public Funds, INC., based in Dublin, OH, with 13 years of industry experience. Eileen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 582 clients with $70B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
582 clients
Average Client Portfolio
$120.6M average
Assets Under Management
$70.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.20%

Separately managed accounts may be charged an annual asset-based fee of up to 0.20%. Fees are negotiable and may vary based on various factors. Advisory fees may be subject to an annual minimum fee.

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

6125 Memorial Drive, Dublin, OH, 43017

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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
Meeder Public Funds, INC.
May 2017 - Present · 9 yrs 5 mos
Previous Registrations
Redtree Investment Group
September 2014 - September 2014 · 0 mos
Robert W. Baird & CO. Incorporated
July 2011 - September 2014 · 3 yrs 2 mos
Citigroup Global Markets INC.
January 2003 - July 2003 · 6 mos
State Registrations5 states
KYMOOHPAVA
Advisor

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Exams
No exam information available for this advisor.
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