Kurt Ebner is a CFA, CFP-designated registered investment advisor at Ehb Financial Resources Managemnt, INC., based in Exton, PA, with 34 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 90 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are not negotiable.
Fee Estimator
Location
674 Exton Commons, Exton, PA, 19341
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ehb Financial Resources Managemnt, INC.
State Registrations1 state
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