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Samuel Eisner

5 Years of Experience

Samuel Eisner is a registered investment advisor at Wave Digital Assets LLC, based in Los Angeles, CA, with 5 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management. Their firm serves 30 clients with $350M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
30 clients
Average Client Portfolio
$11.7M average
Assets Under Management
$351.6M

Fee Structure

Investment management only (planning not offered)

Wave Digital Assets generally receives management fees ranging from 0.1% to 2.0% annually, based on the value of assets under management. Fees are paid monthly or quarterly. One client paid a 5.0% upfront management fee related to a long-term buy and hold strategy. Fees are negotiated and may vary depending on account size, management style, and investment restrictions.

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Location

12400 Wilshire Boulevard, Los Angeles, CA, 90025

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Wave Digital Assets LLC
March 2021 - Present · 5 yrs 1 mo
Previous Registrations
Equitable Advisors, LLC
October 2020 - March 2021 · 5 mos
Equitable Advisors, LLCBroker
September 2020 - March 2021 · 6 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.