Ernest D Poulos
Advisor at POULOS, Ernest, D. — Akron, OH
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
25 years
Location
Akron, OH
Ernest D. Poulos is the sole advisor at POULOS, Ernest, D., an independent firm based in Akron, Ohio. He holds the Series 66 designation and has 25 years of industry experience, including six years at Ameriprise before founding his current practice in 2006. He is also the owner and managing member of a personal services company established in 2016. The firm provides personalized portfolio management services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. Investment decisions combine fundamental and technical analysis with customized asset allocation and ongoing supervision, including formal quarterly reviews.
$100,000 - $500,000: 0.50% to 1% $500,001 - $1,000,000: 0.20% to 0.50% Greater than $1,000,000+: 0.10%
Performance-based fees may be charged for qualified clients under negotiated arrangements consistent with regulatory requirements.
Fee-only: Annual portfolio management fees ranging approximately from 0.10% to 2% depending on account value, account type complexity, trading activity, and level of service; fees are negotiable and billed quarterly in advance or arrears.
Akron, OH
Akron OH
Advisors at this office
1
Ohio
25 years of industry experience
Ernest D. Poulos
2006 - Present • 20 years
Akron, OH
Ameriprise
2001 - 2007 • 6 years
Tallmadge, OH
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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