William Eichhorn
William Eichhorn is a registered investment advisor at Rather & Kittrell, INC., based in Knoxville, TN, with 21 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,133 clients with $1.9B 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.25% |
Fees negotiable for amounts over $25,000,000. RKI may adjust a client's fee related to cash holdings in a portfolio.
Fee Estimator
Location
11905 Kingston Pike, Knoxville, TN, 37934
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 →Other Business ActivitiesSells Insurance
William is an insurance agent since 2004, dedicating minimal time to insurance sales. He also serves on various boards and committees, including the Marine Corps Association, East Tennessee Veterans Memorial Association, Blount County Audit Committee, Broadway Baptist Church, and The Salvation Army Blount County, dedicating minimal time to each.
Employment History
Current Registrations
Rather & Kittrell, INC.
Previous Registrations
Securities Service Network, LLCBroker
State Registrations1 state
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