Jeffrey Eischeid
Jeffrey Eischeid is a PFS-designated registered investment advisor at Galleria Financial Advisors, LLC, based in Atlanta, GA, with 17 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 140 clients with $240M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum annual fee is $10,000 and is negotiable.
Fee Estimator
Location
3300 Riverwood Parkway, Suite 700, Atlanta, GA, 30339
Get directionsHistory
Regulatory History (1)
Criminal
August 2005Other Business Activities
Jeffrey is a Certified Public Accountant and a partner at Bennett Thrasher LLP, a public accounting firm. He is also an owner of BT Wealth Management, LLC, and has interests in several private companies, but dedicates no time to these businesses.
Employment History
Current Registrations
Galleria Financial Advisors, LLC
Previous Registrations
Galleria Financial Advisors, LLC
Bt Wealth Management, LLC
Kpmg Investment Advisors
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.