Veteran investor Eisenhauer launches Greykasell Wealth Strategies

Marcus Baram
Author Marcus Baram

Marcus Baram is a contributing editor at Crain Currency, where he covers the intersection of finance and politics. Prior to joining Crain Currency, Baram was a staff writer at Fast Company and an editor at Huff Post. He has also written for outlets such as The New York Times, The Atlantic, and Vice. Baram is an expert on economic policy and has a deep understanding of the ways in which politics shapes the global financial system. In his role at Crain Currency, he brings a unique perspective to the complex and ever-evolving world of finance. With his keen analysis and clear writing, Baram helps readers make sense of the important issues impacting the economy today.

Feb 16, 2024
10 months ago

Investor David Eisenhauer and his team have launched a new RIA, Greykasell Wealth Strategies, to serve the investing needs of high-net-worth individuals and families. The firm, based in Danville, California, and named after Eisenhauer’s three children, will use Fidelity as its largest custodian.

Eisenhauer left Northwestern Mutual, where he and his team managed over $450 million in client assets.

“Our team of professionals, who have more than 50 years of combined financial services experience, will be well-equipped to not only provide clients a broad array of high-quality services that address their increasingly sophisticated needs but also help them navigate issues that are at the intersection of planning, investing and taxes.” 

Greykasell has set a minimum balance of $1 million for client accounts, with fees ranging from 1.65% to 3% of managed assets and financial planning charged as a flat fee based on complexity and time requirements except in cases where an hourly charge may be applied, WealthManagement.com reported.

Marcus Baram
Author Marcus Baram

Marcus Baram is a contributing editor at Crain Currency, where he covers the intersection of finance and politics. Prior to joining Crain Currency, Baram was a staff writer at Fast Company and an editor at Huff Post. He has also written for outlets such as The New York Times, The Atlantic, and Vice. Baram is an expert on economic policy and has a deep understanding of the ways in which politics shapes the global financial system. In his role at Crain Currency, he brings a unique perspective to the complex and ever-evolving world of finance. With his keen analysis and clear writing, Baram helps readers make sense of the important issues impacting the economy today.