Eric Eisenhard
Eric Eisenhard is a registered investment advisor at Redwood Family Wealth LLC, based in Golden, CO, with 9 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 234 clients with $220M 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 $50K | 1.50% |
| $50K - $100K | 1.15% |
| $100K - $250K | 1.00% |
| $250K - $1.0M | 0.85% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.20% |
At Redwood's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee. The advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
600 12th St, Golden, CO, 80401
Get directionsHistory
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
Eric is a registered representative with Cabot Lodge Securities LLC, a broker-dealer, since April 2020. He spends minimal time on this activity, which involves annuity trails.
Employment History
Current Registrations
Redwood Family Wealth LLC
Cabot Lodge Securities LLCBroker
Cabot Lodge Securities LLC
Previous Registrations
Xo Wealth Management
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations4 states
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.