Jeffrey Eisman
Jeffrey Eisman is a CFA-designated registered investment advisor at Wellth Advisory Services, LLC, based in Chicago, IL, with 11 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,887 clients with $27B 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable on a client-by-client basis. Rates reflect maximum annual fees; specific program fees (such as LPL advisory programs) and third-party manager fees may apply separately.
Fee Estimator
Location
Chicago, IL
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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
Jeffrey refers clients to third-party insurance providers through THG Financial for compensation, which is considered an investment-related activity. He spends minimal time on these insurance referrals.
Employment History
Current Registrations
Wellth Advisory Services, LLC
Previous Registrations
Vivaldi Capital Management LP
Voya Retirement Advisors, LLC
Voya Financial Partners, LLCBroker
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
American Funds Distributors, INC.
American Funds Distributors, 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.
Exams
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