Eisner Wealth Planning LLC is a large advisory firm based in New York. It manages $50.5 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Connecticut, Delaware, Florida, and 3 other states.
Eisner Wealth Planning provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Eisner Wealth Planning LLC is $50.5 million. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Eisner Wealth Planning LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Eisner Wealth Planning LLC performs its advisory services is located at 750 Third Ave, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-891-6022 or by fax 917-286-8679. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.eisnerrs.com.