A complete list of active advisors currently associated with eAdvisor LLC

Warmer can help you find a great advisor at eAdvisor LLC or one who fits your needs even better.

eAdvisor provides advisory services to individuals, high‑net‑worth clients, charitable organizations, trusts and retirement accounts, primarily by directing client assets to a third‑party manager and offering standalone financial planning. The firm charges asset‑based fees for portfolio management and fixed fees for planning, but reports no regulatory assets under management because client assets are invested through the third‑party manager. The firm’s investment work emphasizes due diligence on selected third‑party advisers — including phone calls, meetings and review of performance and strategy — and it uses multiple analytic approaches (charting, fundamental, technical, quantitative and modern portfolio theory) and both long‑ and short‑term trading. eAdvisor does not exercise investment discretion over client accounts and conducts periodic reviews of the ongoing performance of any selected managers as part of its oversight. Noteworthy features include an affiliation with an accounting firm owned by the firm’s principal, disclosed as a potential conflict and addressed through written policies and supervisory controls, and a practice of directing clients to other advisers for which it may receive a fee share — an arrangement that is statistically uncommon for firms in this category. The firm also requires clients to use specified custodians for execution and does not aggregate trades for multiple clients, operational choices that can affect execution and are material differentiators versus many peers.

To learn more about the advisors currently working at eAdvisor LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.