Howard Essner is a registered investment advisor at Ancora Retirement Plan Advisors, LLC, based in Cleveland, OH, with 16 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 157 clients with $1.3B 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.50% |
| $10.0M - $12.5M | 0.45% |
| $12.5M - $15.0M | 0.40% |
| $15.0M - $20.0M | 0.35% |
| $20.0M - $30.0M | 0.30% |
| $30.0M - $50.0M | 0.25% |
| $50M+ | 0.20% |
Fees are negotiable in certain instances. Some clients may pay higher or lower fees than shown. The Ancora MEP has a different fee schedule.
Fee Estimator
Location
6060 Parkland, Suite 200, Cleveland, OH, 44124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Howard is a Director and Chief Legal Officer at Ancora Retirement Plan Services, providing retirement plan consulting. This activity takes nearly full-time hours.
Employment History
Current Registrations
Ancora Retirement Plan Advisors, LLC
Ancora Private Wealth Advisors, LLC
State Registrations1 state
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