Ethan Hausmann
Ethan Hausmann is a registered investment advisor at Kerberrose Wealth Management, LLC, based in Marquette, MI, with 5 years of industry experience. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 1,785 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees for assets over $10,000,000 are negotiable. Tax planning and preparation are included for accounts with $1,000,000 or more.
Fee Estimator
Location
205 S. Front St., Suite 2A, Marquette, MI, 49855
Get directionsHistory
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
Ethan is an author, publishing digital and print-on-demand books through Amazon Kindle Direct Publishing since 2014. He is also a licensed life and health insurance agent.
Employment History
Current Registrations
Kerberrose Wealth Management, LLC
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
More Advisors
- Johannes Mors, CFP, ChFCHantz Financial Services, INC.
- Scott Sampeer, ChFCNorthwestern Mutual Investment Services,llc
- Bruce Roberts, CFPB.A. Roberts Financial Services, INC.
- Samuel Bennett, CFPLPL Financial LLC
- Jon Mommaerts, CFPCwm, LLC
- Bill Rautiola, CFPAmeriprise Financial Services, LLC