Ebbert Asset Management, Lp

Ebbert Asset Management, LP provides personalized investment management and financial planning to individuals and small businesses on a fee-only basis, offering asset-management agreements and hourly planning engagements. The firm generally charges percentage-of-assets fees billed quarterly and states a $500,000 account minimum (with discretionary waivers available).

The adviser accepts discretionary trading authority and describes market timing as a primary strategy, with portfolios that may include equities, mutual funds, ETFs (including inverse funds), short sales, options and margin when appropriate. Security selection uses a mix of fundamental, technical, charting and cyclical analysis, and clients receive account statements directly from custodians rather than firm-prepared performance reports.

A notable feature is the firm’s affiliation with an accounting practice: the firm’s principal also practices public accountancy, holds CPA/PFS and enrolled agent credentials, provides tax representation before the IRS, and sells insurance products — relationships and potential commission conflicts are disclosed in the brochure. That combination of accounting and tax credentials, insurance activity, and an emphasis on active/market-timing strategies on a small, solo-practitioner platform distinguishes the firm from many independent peers.