Leon Ebbert
Leon Ebbert is a PFS-designated registered investment advisor at Ebbert Asset Management, LP, based in Knoxville, TN, with 21 years of industry experience. Leon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $1.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ebbert Asset Management charges an annual fee based on a percentage of your portfolio. This fee ranges from 0.5% to 2.5%, depending on the size and complexity of your account. The fee is paid quarterly, at the start of each quarter.
Location
320 Nancy Lynn Lane, Suite 4, Knoxville, TN, 37919
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Leon is the president of Leon E. Ebbert, PC, CPA, a certified public accounting firm, spending about half his time on this. Leon also owns Ebbert Financial Services, primarily selling insurance products, dedicating a few hours per week to this.
Employment History
Current Registrations
Ebbert Asset Management, LP
State Registrations1 state
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.