Advisor at Eisenhiler Capital LLC
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Firm
Eisenhiler Capital LLC
Location
Lincoln, RI 02865
Credentials
CFP®, Series 66
Industry experience
12 years
Jan Hilfer is a CFP® and Series 66 credentialed financial advisor with 12 years of industry experience. He has worked at Edward Jones for nine years before founding Eisenhilfer Capital LLC, where he has been practicing since 2022. Eisenhilfer Capital LLC provides discretionary portfolio management and financial planning to individual investors, charitable organizations, and businesses. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing approaches such as fundamental analysis and modern portfolio theory, and offers educational seminars upon request.
Based on Eisenhiler Capital LLC
$0 - $50,000: Hourly fee of $500 per hour (no percentage of AUM fee) $50,001 - $5,000,000: 1% annually $5,000,001 - $100,000,000: 0.75% annually
$500 per hour for financial planning services; also applies to clients with portfolios $50,000 or less
Minimum fee: $500 per hour for clients with portfolios of $50,000 or less Fee-only: Hourly fee of $500 for financial planning services, negotiable depending on scope
6 Blackstone Valley Place, Suite 302 A
Lincoln, RI 02865
Florida · Louisiana · Rhode Island
Eisenhiler Capital LLC
2022 - Present (4 years)
Edward Jones
2013 - 2022 (9 years)
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