Terrel Eisert
Terrel Eisert is a registered investment advisor at The Retirement Guys Formula, based in Cincinnati, OH, with 44 years of industry experience. Terrel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Asset management fees generally range from 1.00% to 2.00% per annum and are negotiable based on account size, strategy, risk profile, and platform.
Fee Estimator
Location
2010 Madison Road, #201, Cincinnati, OH, 45208
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
H.J. Meyers & CO., INC.Broker
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.
Exams
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