ER
ER

Ernest Paul Rispoli

6 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
1,317 clients
Average Client Portfolio
$240K average
Assets Under Management
$316.3M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.65%
$250K - $500K1.55%
$500K - $1.0M1.50%
$1.0M - $2.0M1.40%
$2.0M - $5.0M1.35%
$5M+1.32%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

15 Halton Green Way, Greenville, SC, 29607

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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 ActivitiesSells Insurance

Ernest is a loan originator for Quintessential Mortgage Group, LLC, dedicating about half their time to this practice. Ernest is also an insurance agent since 2009, spending about 10-20% of their time selling various insurance products.

Employment History
Current Registrations
Discipline Wealth Solutions, INC.
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Cpr Investments INC
September 2023 - October 2024 · 1 yr 1 mo
Primerica Advisors
November 2021 - September 2023 · 1 yr 10 mos
PFS Investments INC.Broker
May 2019 - September 2023 · 4 yrs 4 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.