Ernest Csak is a CFP-designated registered investment advisor at Main Street Financial Solutions, LLC, based in Newtown, PA, with 28 years of industry experience. Ernest operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,395 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Main Street Financial Solutions offers investment management services for an annual fee based on the amount of assets managed. The management fee can reach up to 2.00% depending on the size and composition of your portfolio, the services provided, and the advisor assigned to you. The fee is charged quarterly. For certain client holdings like held-away assets or alternative investments, Main Street Financial Solutions may negotiate a different fee rate.
Location
503 E. Washington Avenue, Suite 1C, Newtown, PA, 18940
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Main Street Financial Solutions, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward Jones
Edward JonesBroker
Knight Direct LLCBroker
Edgetrade LLCBroker
Knight Equity Markets, L.P.Broker
Jefferies Execution Services, INC.Broker
Kenny & CO., LLCBroker
Salomon Smith Barney INC.Broker
Schroder & CO. INC.Broker
Bt Alex. Brown IncorporatedBroker
Alex. Brown & Sons IncorporatedBroker
State Registrations3 states
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