Jon Erdner
Jon Erdner is a registered investment advisor at Its Asset Management, L.P., based in Washington, PA, with 30 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 598 clients with $300M 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 | 2.00% |
Maximum annual advisory fee is 2.00% for Dynamic and Global Premier programs, and 1.00% for Income Plus. PTS Asset Management uses tiered schedules ranging up to 2.25%.
Fee Estimator
Location
1720 Washington Rd Ste 101, Washington, PA, 15301
Get directionsHistory
Regulatory History (5)
Customer Dispute
July 2004Customer Dispute
March 2004Customer Dispute
December 2002Customer Dispute
August 2002Customer Dispute
August 2002Other Business Activities
Jon is involved in two non-investment-related activities: shared ownership in harness racing horses (about a quarter of his time) and owning/leasing an office building (minimal time). Both activities are conducted individually.
Employment History
Current Registrations
Its Asset Management, L.P.
State Registrations2 states
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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