Ethan Berkebile is a CFA-designated registered investment advisor at Park Shore Partners LLC, based in Warrendale, PA, with 4 years of industry experience. Ethan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 5 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Opportunity Funds charge 1.0% per annum (0.25% quarterly) plus a 10% performance fee. The Multi Asset Strategy Fund charges 0.75% per annum (0.1875% quarterly) plus strategy-specific incentive fees.
Fee Estimator
Location
200 Pinewood Lane, Suite 204, Warrendale, PA, 15086
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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 Activities
Ethan works as a Senior Investment Analyst for both HBKS Wealth Advisors and Park Shore Partners, both RIAs. He dedicates full-time hours to each position.
Employment History
Current Registrations
Park Shore Partners LLC
Hbks Wealth Advisors
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.
Exams
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