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Ernest Sumner

4 Years of Experience
Atlanta, GA

Ernest Sumner is a registered investment advisor at Eagle Merchant Partners, based in Atlanta, GA, with 4 years of industry experience. Ernest operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 13 clients with $410M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
13 clients
Average Client Portfolio
$31.4M average
Assets Under Management
$408.7M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

EMP Management does not directly manage investments for individual investors. They manage pooled investment vehicles (Private Funds) and are compensated through management fees, operational finance fees, and performance-based fees. The specific fee terms are negotiated between EMP, the General Partner, and the investors in each Private Fund.

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Location

3060 Peachtree Rd, Nw., Suite 970, Atlanta, GA, 30305

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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

Ernest may occasionally take senior roles in companies that EMP Management LLC or its affiliates invest in. This activity is not investment-related.

Employment History
Current Registrations
Eagle Merchant Partners
June 2021 - Present · 4 yrs 11 mos
State Registrations1 state
GA
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.