Eugene Tsirlin
Eugene Tsirlin is a registered investment advisor at Primerica Advisors, based in Beachwood, OH, with 18 years of industry experience. Eugene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 54,384 clients with $11B 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 $250K | 2.24% |
| $250K - $500K | 2.21% |
| $500K - $1.0M | 2.02% |
| $1.0M - $3.0M | 1.88% |
| $3.0M - $5.0M | 1.70% |
| $5.0M - $10.0M | 1.55% |
| $10.0M - $15.0M | 1.45% |
| $15.0M - $25.0M | 1.20% |
| $25M+ | 1.10% |
The advisory fee component of the annual wrap fee is negotiable. As an accommodation to clients seeking temporarily to reduce exposure to market volatility, you are permitted to allocate your Program Account entirely to cash. Program Accounts allocated to cash are subject to a reduced annual wrap fee of 0.10%.
Fee Estimator
Location
23980 Chagrin Blvd, Ste 203, Beachwood, OH, 44122
Get directionsHistory
Regulatory History (1)
Financial
May 2024Other Business Activities
Eugene sells investment-related products through Landmark Financial and may receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. He also works as a self-employed interpreter, is the Owner/President of EMRJ LLC, and is associated with The Benefit Source, Inc., dedicating about 10-20% of his time, about half his time, and minimal time respectively.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
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.