Ebbert Asset Management provides investment management services to individuals and small businesses. The firm creates tailored investment strategies based on client consultations, financial objectives, and identified financial problems. Ebbert Asset Management is a fee-only firm, meaning it does not accept commissions for selling financial products.
Assets Under Management$1.1M
Clients9
Advisors1
Avg. per Client$120K
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Ebbert Asset Management charges an annual fee based on a percentage of your portfolio. This fee ranges from 0.5% to 2.5%, depending on the size and complexity of your account. The fee is paid quarterly, at the start of each quarter.
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