Jay Eichler
Jay Eichler is a registered investment advisor at Park Avenue Securities LLC, based in Tulsa, OK, with 4 years of industry experience. Jay is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B 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 $500K | 2.05% |
| $500K - $1000K | 2.00% |
| $1.0M - $2.0M | 1.95% |
| $2M+ | 1.90% |
Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.
Fee Estimator
Location
5154 E Skelly Dr., Floor 2, Tulsa, OK, 74135
Get directionsHistory
Regulatory History (1)
Judgment / Lien
March 2018Other Business ActivitiesSells Insurance
Jay is involved in automotive purchasing activities through two entities and spends about 10-20% of his time on these activities. He also sells fixed insurance outside of Guardian, dedicating minimal time to this investment-related activity.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
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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