Ernest D. Poulos RIA offers custom-tailored investment advice to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. Poulos provides both discretionary and non-discretionary portfolio management services, continuously supervising and rebalancing portfolios as needed. Poulos does not offer wrap fee programs.
Assets Under Management$6M
Clients7
Advisors1
Avg. per Client$860K
Avg. per Advisor$6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Ernest D. Poulos RIA charges a fee based on several factors:
- Account Value: Ranges from 0.10% to 1%
- Account Type (Investment Mix): Ranges from 0.10% to 1%
- Trading Activity: Ranges from 0.10% to 2%
- Level of Service: Ranges from 0.10% to 1%
Fees are subject to negotiation.
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