Michael Eisenhauer
Michael Eisenhauer is a registered investment advisor at Strategic Financial Partners, LTD, based in Bend, OR, with 7 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 341 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Strategic Financial Partners (SFP) offers wealth management and portfolio management services.
For wealth management, SFP charges up to 2.50% of the value of your portfolio annually, with a $7,500 minimum fee per year.
For portfolio management, SFP charges up to 1.50% of the value of your portfolio annually, with a $1,650 minimum fee per year.
Fees are negotiable and billed quarterly in advance.
Location
Bend, OR
Get directionsHistory
Regulatory History (2)
Regulatory
August 2013Employment Separation After Allegations
September 2011Employment History
Current Registrations
Strategic Financial Partners, LTD
Previous Registrations
Country Capital Management CompanyBroker
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.