Ernst & Young Investment Advisers Llp
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Overview
Ernst & Young Investment Advisers LLP is located at 200 Plaza Drive, Secaucus, NJ. The firm employs 190 financial advisors to manage client portfolios and provide financial guidance. Ernst & Young Investment Advisers LLP is not a registered broker-dealer.
Ernst & Young Investment Advisers LLP offers financial planning services, publication of newsletters, and educational seminars. The firm operates on an hourly and fixed fee structure. The firm caters to corporations, with corporations being the largest client type by accounts. Over the past year, the firm has provided financial planning services to between 26 and 50 clients. The firm maintains affiliations with a broker-dealer or securities dealer and an accountant or accounting firm.
Ernst & Young Investment Advisers LLP is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, and Wisconsin.
Number of Advisors
Disclosures
Office Location
Ernst & Young Investment Advisers Llp by the Numbers
190
Products and Services
Ernst & Young Investment Advisers Llp provides a number of financial services, including financial planning services, publication of newsletters, and educational seminars. In the past financial year, Ernst & Young Investment Advisers Llp provided financial planning services to 26-50 of its accounts. The Firm is engaged in selling products or offering services other than investment advisory services to its customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees typically vary depending on the type of services offered. Fees billed by Ernst & Young Investment Advisers Llp likely consist of any blend of the following fee structures: hourly or fixed.
Available
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to corporations. Ernst & Young Investment Advisers Llp's largest client type by number of accounts is .
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ernst & Young Investment Advisers Llp does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Ernst & Young Investment Advisers Llp
Orlando, FL
Secaucus, NJ
Richardson, TX
Secaucus, NJ
Miami, FL
Tampa, FL
St. Petersburg, FL
Tampa, FL
Secaucus, NJ
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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