Terrel Eisert
Terrel Eisert is a registered investment advisor at The Retirement Guys Formula, based in Maumee, OH, with 44 years of industry experience. Terrel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,155 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Retirement Guys Formula's investment management fees generally range from 1.00% to 2.00% per year, but may be negotiable based on factors like account size, investment strategy, and risk profile. Fees cover performance reporting, securities transactions, and custodial services. Clients with smaller accounts should be aware they may find similar services elsewhere for higher or lower costs. Fees are paid quarterly, in advance, based on the value of your account at the end of the previous quarter.
Location
1700 Woodlands Drive, Maumee, OH, 43537
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2020Employment Separation After Allegations
May 2013Other Business ActivitiesSells Insurance
Terrel is a registered representative with Eisert Wealth Management and Peak Brokerage Services, and an investment adviser representative with The Retirement Guys Formula, spending nearly full-time on these activities. He is also a licensed insurance agent and sells paintings, dedicating minimal time to insurance and a few hours per week to art sales.
Employment History
Current Registrations
The Retirement Guys Formula
Peak Brokerage Services, LLCBroker
Previous Registrations
Blackridge Asset Management, LLC
SA Stone Investment Advisors INC.
SA Stone Wealth Management INC.Broker
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Intersecurities, INC.
Transamerica Financial Advisors, INCBroker
Oppenheimer & CO. INC.Broker
Royal Alliance Associates, INC.Broker
Josephthal & CO., INC.Broker
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R. H. York & Company, INC.Broker
The Ohio CompanyBroker
Legg Mason Wood Walker, IncorporatedBroker
Legg Mason Masten INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
E. F. Hutton & Company INCBroker
Bache Halsey Stuart Shields IncorporatedBroker
State Registrations5 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.