EC
CFP
EC
CFP

Ernest Csak

29 Years of Experience
Middleton, ID

Ernest Csak is a CFP-designated registered investment advisor at Main Street Financial Solutions, LLC, based in Middleton, ID, with 29 years of industry experience. Ernest operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 6 more. Their firm serves 2,111 clients with $2.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
2,111 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$2.5B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual management fee varies up to an upper limit of 2.00% depending on portfolio size and composition. Fees are negotiable based on criteria such as anticipated future assets, account composition, and pre-existing relationships.

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

Middleton, ID

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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
Main Street Financial Solutions, LLC
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2011 - June 2021 · 9 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2011 - June 2021 · 9 yrs 6 mos
Edward Jones
August 2010 - December 2011 · 1 yr 4 mos
Edward JonesBroker
March 2009 - December 2011 · 2 yrs 9 mos
Knight Direct LLCBroker
June 2008 - January 2009 · 7 mos
Edgetrade LLCBroker
June 2008 - September 2008 · 3 mos
Knight Equity Markets, L.P.Broker
November 2006 - June 2008 · 1 yr 7 mos
Jefferies Execution Services, INC.Broker
December 2003 - November 2006 · 2 yrs 11 mos
Kenny & CO., LLCBroker
October 2002 - January 2004 · 1 yr 3 mos
Salomon Smith Barney INC.Broker
May 2000 - October 2002 · 2 yrs 5 mos
Schroder & CO. INC.Broker
March 1999 - May 2000 · 1 yr 2 mos
Bt Alex. Brown IncorporatedBroker
September 1997 - March 1999 · 1 yr 6 mos
Alex. Brown & Sons IncorporatedBroker
July 1997 - September 1997 · 2 mos
State Registrations3 states
IDNCNY
Advisor

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Exams
No exam information available for this advisor.
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