Carlton Ebneth
Carlton Ebneth is a registered investment advisor at Tucker Asset Management LLC, based in Keansburg, NJ, with 24 years of industry experience. Carlton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 2,960 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TAM charges a percentage of your portfolio each year, not to exceed 2.00%. The specific rate is determined on a client-by-client basis, considering factors like complexity and assets under management. For accounts over $10,000, TAM also charges an administrative and technology fee of up to $100 per account annually, billed monthly. Fees are billed monthly in arrears based on the average daily balance. TAM may aggregate asset amounts in accounts from your same household together to determine the advisory fee for all your accounts.
Location
Keansburg, NJ
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Regulatory History (1)
Financial
May 2019Other Business ActivitiesSells Insurance
Carlton is the president of Physicians Wealth Advisory Group and Ebneth Financial Group, both involved in selling life, health, long-term care, disability, and non-variable annuities insurance. These activities each take about a quarter of Carlton's time.
Employment History
Current Registrations
Tucker Asset Management LLC
Previous Registrations
Foundations Investment Advisors LLC
SA Stone Investment Advisors INC.
SA Stone Wealth Management INC.Broker
Quest Capital Strategies, INC.
Quest Capital Strategies, INC.Broker
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Nylife Securities INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.