Emberhouse, LLC
Assets Under Management
$65.9M
Number of Clients
53
Number of Advisors
1
Average Client AUM
$1.2M
AUM per Advisor
$65.9M
Compensation
Fee-Only (AUM)
About This Firm
Lisa Dieter is a Wealth Advisor and the founder of EmberHouse, LLC. She provides financial planning and investment advice to clients. She has a background in mathematics and music and previously worked at Morgan Stanley.
Fee Structure
This document provides information about Lisa Dieter, a wealth advisor at EmberHouse, LLC. For fee information, please refer to Item 5 of Part 2A of the EmberHouse, LLC brochure.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInsurance Planning
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Location
IL, United States