Arthur Ebersole is a CFA, CFP-designated registered investment advisor at Ebersole Financial LLC, based in Wellesley Hills, MA, with 11 years of industry experience. Arthur operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 46 clients with $53M 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% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees for portfolio monitoring services are charged on a percentage of assets basis at a flat rate of 0.50%.
Fee Estimator
Location
Wellesley Hills, MA
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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
Arthur serves on the board of directors for Community Certified Development Corporation since 2007, dedicating minimal time. He also serves as a board member for Rosie's Place and Fund for Wellesley since 2016, each requiring minimal time.
Employment History
Current Registrations
Ebersole Financial LLC
State Registrations2 states
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