Thomas Eifler
Thomas Eifler is a registered investment advisor at Wealthtrust Asset Management, LLC, based in Louisville, KY, with 49 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 256 clients with $220M 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 | 1.25% |
Maximum annual fee is 1.25% for discretionary accounts and 1.55% for non-discretionary accounts. Fees are negotiable.
Fee Estimator
Location
Louisville, KY
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2017Financial
June 2017Employment Separation After Allegations
February 2017Other Business Activities
Thomas owns real estate, including the office building and a hotel, and has ownership stakes in several holding companies and LLCs. He also serves on the investment committee for St. Xavier High School, reviewing outside investment advisors, and is a co-trustee.
Employment History
Current Registrations
Wealthtrust Asset Management, LLC
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
J.J.B. Hilliard, W.L. Lyons, LLC
Ic Advisory Services, INC.
The Investment Center, INC.
The Investment Center, INC.Broker
Prudential Securities IncorporatedBroker
Bache Halsey Stuart INC.Broker
Bache & CO IncorporatedBroker
Bache & CO., IncorporatedBroker
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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