Thomas Eifler Sr.
Advisor at WealthTrust Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at WealthTrust Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Louisville, KY
Credentials
Series 63
Industry experience
49 years
Thomas Eifler is a financial advisor at WealthTrust Asset Management, LLC with 48 years of industry experience. He holds a Series 63 designation and has worked at firms including TAMP Advisory Solutions and JJB Hilliard W.L. Lyons. Outside of his advisory role, he serves on the investment committee for St. Xavier High School. WealthTrust Asset Management operates multiple business channels providing investment advisory, asset management, financial planning, and retirement plan services to individuals, families, trusts, employer plans, and financial institutions. The firm uses a primarily quantitative investment process supplemented by AI-driven tactical models and serves independent RIAs through model portfolio subscriptions and sub-advisory arrangements.
Based on WealthTrust Asset Management, LLC
Based on WealthTrust Asset Management, LLC
Financial planning flat fees range from $1,000 to $5,000
$0+: Up to 1.25% annually for discretionary accounts $0+: Up to 1.55% annually for non-discretionary accounts
$150 to $250 per hour for financial planning services
Account minimum: $50,000
Louisville, KY
Kentucky
TAMP Advisory Solutions
2022 - Present (4 years)
N/a
2019 - 2022 (3 years)
Jjb Hilliard Wl Lyons
2017 - 2019 (2 years)
Ic Advisory Services, Inc.
2006 - 2017 (11 years)
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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