Jon Erdner is a registered investment advisor at Its Asset Management, L.P., based in Washington, PA, with 30 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 794 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ITS Asset Management charges a percentage of your account's value as an advisory fee. The maximum annual advisory fee is 2.00% for Dynamic and Global Premier strategies and 1.00% for the Income Plus strategy. The fee can vary based on factors like account size, inception date, or participation in an employer-sponsored retirement plan. PTS Asset Management charges fees based on whether the account is on a platform or not. Non-platform accounts range from 2.25% to a negotiable rate for accounts over $1,000,001. Platform accounts range from 2.00% to a negotiable rate for accounts over $1,000,001.
Location
1720 Washington Rd Ste 101, Washington, PA, 15301
Get directionsHistory
Regulatory History (5)
Customer Dispute
July 2004Customer Dispute
March 2004Customer Dispute
December 2002Customer Dispute
August 2002Customer Dispute
August 2002Other Business Activities
Jon is involved in two non-investment-related activities: shared ownership in harness racing horses (about a quarter of his time) and owning/leasing an office building (minimal time). Both activities are conducted individually.
Employment History
Current Registrations
Its Asset Management, L.P.
State Registrations2 states
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.