E

eAdvisor LLC

Updated today

Client assets under management

$0

Clients

0

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

0

Very Low

Average account size

About

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.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Financial planning fees negotiated between $500 and $5,000, charged 100% in advance

Percentage

$0 - $100,000: 1.50% $100,001 - $999,999: 1.25% $1,000,000 - And Up: 0.99%

Other

Account minimum: $25,000

Main office location

eAdvisor LLC

4555 Lake Forest Drive, Suite 650

Cincinnati OH 45242, United States

Number of offices

3

Most active in

Ohio

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Elizabeth N

Series 63

Cincinnati, OH

eAdvisor LLC

Elizabeth Na is a financial advisor at eAdvisor LLC in Cincinnati, OH, with 24 years of industry experience. She holds a Series 63 designation and has been with eAdvisor since 2014. In addition to her advisory role, Ms. Na owns and works as an accountant at Na & Associates CPA LLC and is a licensed insurance agent. She is also president of 442 Chestnut Finance Group, Inc. and principal of JC Food Products Inc. eAdvisor provides advisory services to individuals, high-net-worth clients, charitable organizations, trusts, and retirement accounts by directing assets to third-party managers and offering standalone financial planning. The firm emphasizes due diligence on selected advisers and employs multiple analytic approaches while conducting ongoing performance reviews.

College savings (529s, UTMA, etc.)
user avatar

Michael M

Series 63

Cincinnati, OH

eAdvisor LLC

Michael McCormick is a financial advisor at eAdvisor LLC with 18 years of industry experience. He holds a Series 63 designation and has held leadership roles at multiple firms, including Financial Gravity Wealth, Inc. and MJ McCormick, LLC, a CPA/public accounting firm where he serves as managing member. In addition to his advisory work, he is involved in operating a data backup services company and holds executive roles in other non-investment-related businesses. eAdvisor LLC provides advisory services to individuals, high-net-worth clients, charitable organizations, trusts, and retirement accounts, primarily by directing assets to third-party managers and offering standalone financial planning. The firm emphasizes due diligence on selected advisers through multiple analytic approaches and conducts ongoing performance reviews without exercising investment discretion over client accounts.

College savings (529s, UTMA, etc.)
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