Eiger Wealth Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Eiger Wealth Management creates and manages investment strategies for clients, coordinating their financial affairs with other professionals as needed. Eiger provides access to exclusive investment opportunities, with a special focus on private real estate. Eiger also offers financial planning services, including wealth forecast analysis and retirement planning.

Assets Under Management$320M
Clients111
Advisors2
Avg. per Client$2.9M
Avg. per Advisor$160M

Fee Structure

Eiger Wealth Management charges an annual fee based on the value of your portfolio. Most clients pay 1.0% per year. Eiger may reduce this fee for larger portfolios or increase it for smaller, more complex portfolios. Eiger may recommend other investment advisors to manage portions of your assets; these managers charge separate fees.

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Location

2 Advisors at this firm