A complete list of active advisors currently associated with Ebbert Asset Management, Lp

Warmer can help you find a great advisor at Ebbert Asset Management, Lp or one who fits your needs even better.

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.

To learn more about the advisors currently working at Ebbert Asset Management, Lp, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.