AE
CFP
AE
CFP

Arthur Ernst

19 Years of Experience
Kingston, NJ

Arthur Ernst is a CFP-designated registered investment advisor at Byrne Asset Management, LLC, based in Kingston, NJ, with 19 years of industry experience. Arthur operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 168 clients with $270M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
168 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$268.7M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.10%
$5M+1.10%

Fees are up to 1.1% on equity accounts, up to 0.5% on fixed income accounts, and a blended rate on balanced accounts. Fees are reduced on a sliding scale with respect to account balances in excess of $5 million and may be negotiated or reduced in other circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4420 Nj 27, Suite C 3, Kingston, NJ, 08528

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Byrne Asset Management, LLC
November 2007 - Present · 18 yrs 6 mos
Previous Registrations
Byrne Asset Management, LLC
November 2007 - December 2008 · 1 yr 1 mo
Merrill Lynch Pierce Fenner & Smith INC.
January 2005 - December 2005 · 11 mos
State Registrations1 state
NJ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.