David Eisenhauer
David Eisenhauer is a CFP-designated registered investment advisor at Greykasell Wealth Strategies, INC., based in Danville, CA, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 111 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Greykasell charges an annual fee for managing your investments, ranging from 0.3% to 1.65% of the value of your portfolio. The exact percentage depends on the amount you invest and your specific needs. These fees may be negotiable. Greykasell generally requires a minimum account balance of $1,000,000, but they may make exceptions.
Location
145 E. Prospect, Suite 202, Danville, CA, 94526
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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
David may earn commissions from insurance companies for selling non-variable life, health, annuity, and/or disability income insurance products, dedicating minimal time to this. He also has ownership stakes in Active Succession Planning, LLC and The Eisenhauer Group LLC, and serves as Vice President of the Board for the School of Imagination.
Employment History
Current Registrations
Greykasell Wealth Strategies, INC.
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
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.