Eichner Investment Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$565,027,492
Clients
25
Advisors
1
of 1 employees
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
Expertise
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
4030 Smith Road, Suite 200
Cincinnati OH 45209
Advisors at this office
1
Most active in
Florida · Ohio
Also doing business as
Eichner Investment Planning, LLC · Eichner, Alan Marshall
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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