Advisor at POULOS, Ernest, D.
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Ernest Poulos is the sole advisor at POULOS, Ernest, D., an independent registered investment adviser based in Akron, Ohio. He holds a Series 66 designation and has 24 years of industry experience, including 20 years with his current firm. Outside of his advisory role, he owns and manages a personal services company for tax purposes. The firm provides individualized portfolio management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. It employs both fundamental and technical analysis to develop investment strategies, offering discretionary and non-discretionary asset management with continuous supervision and periodic rebalancing.
$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
Ohio
Ernest D. Poulos
2006 - Present (20 years)
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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
They're affiliated with a bank that may offer its own financial products and services.
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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