Ernest Poulos is a registered investment advisor at Poulos, Ernest, D., based in Akron, OH, with 24 years of industry experience. Ernest operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ernest D. Poulos RIA charges a fee based on several factors:
- Account Value: Ranges from 0.10% to 1%
- Account Type (Investment Mix): Ranges from 0.10% to 1%
- Trading Activity: Ranges from 0.10% to 2%
- Level of Service: Ranges from 0.10% to 1%
Fees are subject to negotiation.
Location
Akron, OH
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Regulatory 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.
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Ernest is the owner and managing member of Ernest D. Poulos LLC, a personal services company for tax purposes, since 2016. He dedicates minimal time to this business.
Employment History
Current Registrations
Poulos, Ernest, D.
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations1 state
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