ME
ME

Michael Eisenhauer

7 Years of Experience
Keizer, OR
2 Disclosures

Michael Eisenhauer is a registered investment advisor at Strategic Financial Partners, LTD, based in Keizer, 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 Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 360 clients with $320M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
360 clients
Average Client Portfolio
$892K average
Assets Under Management
$321.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$1,650
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Wealth management charges up to 2.50% with a $7,500 minimum annual fee. Portfolio management charges up to 1.50% with a $1,650 minimum annual fee. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

Keizer, OR

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2013
Final
Employment Separation After Allegations
September 2011
Employment History
Current Registrations
Strategic Financial Partners, LTD
March 2021 - Present · 5 yrs 7 mos
Previous Registrations
Country Capital Management CompanyBroker
May 2009 - September 2011 · 2 yrs 4 mos
State Registrations1 state
OR
Advisor

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.

Exams
No exam information available for this advisor.
More Advisors