EADVISOR LLC

RIASEC Registered

Total AUM

—

Avg account

Accounts

Employees

Advisory reps

Firm details

Headquarters: BLUE ASH, Ohio
CRD number: 173803
Fee structure: Percentage of AUM, Fixed Fees, Other
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Eadvisor LLC is a small, privately owned limited liability company that provides fee-based financial planning and portfolio management for individuals and small businesses. The firm also performs selection-of-other-advisers work, indicating it can act as a capital allocator or outsourced CIO for client allocations to external managers. Ownership is held by an individual and the firm is classified as unclassified in the source data. Fee arrangements include percentage-of-AUM, fixed fees and other fee types. The profile flags the firm as not being an active ESG investor and not a multi-state adviser. It is not newly formed and does not list pension consulting or related-adviser activity in the available data.