Eileen Marie Burkhart
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clearstead's advisory fees can be calculated based on a percentage of assets under management (between 0.10% and 1.00% annually), a fixed rate, or a tiered basis, or a fixed annual retainer. Financial planning fees typically start at $3,500 and are customized to each client. Tax planning fees are also a fixed flat retainer fee customized to each client situation. Family office services also have a separate fixed flat retainer fee. Fees are negotiable and vary based on client circumstances.
Areas of Practice
Advisor Information
Office location
1100 Superior Ave East, Suite 700, Cleveland, OH, 44114
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eileen sells fixed insurance under her own name and is the president and owner of Eileen M. Burkhart & Company, LLC. She also owns Burkhart Deming House LLC, a real estate holding company, and serves as executor/power of attorney for a friend and trustee of her company's retirement plan.