OE
CFP
OE
CFP

Oliver Ernst

23 Years of Experience
Northbrook, IL

Oliver Ernst is a CFP-designated registered investment advisor at Advisory Services Network, based in Northbrook, IL, with 23 years of industry experience. Oliver operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 12,919 clients with $11B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
251 advisors
Number of Clients
12,919 clients
Average Client Portfolio
$820K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

All fees are negotiable at the firm's discretion. The firm also offers a floating flat rate schedule using the same percentage breakpoints applied to total account assets.

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

707 Skokie Blvd, Suite 600, Northbrook, IL, 60062

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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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Other Business Activities

Oliver is the proprietor/owner of Ernst Consulting, Inc. since 2013, an unpaid role, and the founder/CEO of Glassnebula since 2022, a website/app providing ESG data, taking about 10-20% of his time.

Employment History
Current Registrations
Advisory Services Network
September 2017 - Present · 9 yrs 2 mos
Previous Registrations
Sage Private Wealth Group, LLC
November 2014 - August 2017 · 2 yrs 9 mos
Raymond James Financial Services Advisors, INC
August 2014 - September 2017 · 3 yrs 1 mo
Lasting Legacy, LTD.
August 2014 - December 2014 · 4 mos
Raymond James Financial Services, INC.Broker
August 2014 - September 2017 · 3 yrs 1 mo
Ameriprise Financial Services, INC.
July 2003 - August 2014 · 11 yrs 1 mo
Ameriprise Financial Services, INC.Broker
July 2003 - August 2014 · 11 yrs 1 mo
Ids Life Insurance CompanyBroker
July 2003 - July 2006 · 3 yrs
State Registrations2 states
ILTX
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.
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