Eichner Investment Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$565,027,492
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
25
100% high-net worth
Advisors
1
of 1 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
Very LowAverage account size
$22,601,100
About
Eichner Investment Planning, LLC provides customized investment advice and portfolio implementation support to a small group of high-net-worth individuals and families. The firm reports managing roughly $692 million on a non‑discretionary basis and maintains a very limited client roster (about 25 households), emphasizing individualized service over mass-market offerings.
EIP operates a non‑discretionary model in which the advisor identifies money managers, mutual funds, and index managers, proposes allocations, and assists with implementation, but does not execute trades or reallocate assets without client approval. The firm conducts quarterly account reviews, documents recommendations for retirement accounts (including rollovers) as a fiduciary, and performs an annual compliance review overseen by its chief compliance officer.
Compared with peers in the same team-size category, EIP is unusual for being a solo-practitioner firm with very high AUM per advisor and a concentrated client base, resulting in a hands‑on, consultative relationship model. The brochure also discloses that EIP does not take discretionary trading authority, does not vote client proxies, does not accept third-party referral compensation, and maintains a written code of ethics and no soft‑dollar arrangements.
Client services
Portfolio management
Expertise
Wealth management
Fee options
$0 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001 - $15,000,000: 0.55% $15,000,001 - $20,000,000: 0.45% $20,000,001+: 0.37%
Account minimum: $2,000,000 (negotiable) Minimum fee: $15,000 minimum annual fee
Main office location
Eichner Investment Planning, LLC
4030 Smith Road, Suite 200
Cincinnati OH 45209, United States
Number of offices
1
Most active in
Eichner Investment Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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