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Brenton Ernsbarger

6 Years of Experience
Conway, AR

Brenton Ernsbarger is a registered investment advisor at Pandowealth. LLC, based in Conway, AR, with 6 years of industry experience. Brenton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 719 clients with $400M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
719 clients
Average Client Portfolio
$551K average
Assets Under Management
$396.0M

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.60%
$10M+0.50%

Fees are assessed quarterly in arrears based on the average daily balance. The fee is a blended tier. Cash Management accounts managed by Pandowealth will be billed a separate annual fee of 0.25% of assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Conway, AR

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Pandowealth. LLC
August 2023 - Present · 2 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2022 - July 2023 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2022 - July 2023 · 1 yr 1 mo
Ipi Wealth Management, INC.
May 2021 - February 2022 · 9 mos
Investment Planners, INC.Broker
May 2021 - February 2022 · 9 mos
Edward Jones
August 2019 - May 2021 · 1 yr 9 mos
Edward JonesBroker
July 2019 - May 2021 · 1 yr 10 mos
State Registrations2 states
ARGA
Advisor

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.

Exams
No exam information available for this advisor.