Eichner Investment Planning (EIP) works with individuals and families, providing guidance through financial decision-making. As an independent advisor, EIP's investment advice is based on the client's best interest. EIP does not manage assets on a discretionary basis, meaning clients must approve all recommendations before they are implemented.
Assets Under Management$650M
Clients24
Advisors1
Avg. per Client$27M
Avg. per Advisor$650M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $20.0M | 0.45% |
| $20M+ | 0.37% |
Fees may be negotiated for clients where specialized investment services are needed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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