JE

Jon William Erdner

29 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
794 clients
Average Client Portfolio
$356K average
Assets Under Management
$282.8M

Fee Structure

Minimum Investment:$30K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $50K2.00%
$50K - $250K2.25%
$250K - $500K2.00%
$500K - $1.0M1.75%
$1M+1.75%

Fees for accounts over $1,000,000 are negotiable.

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

ITS Asset Management charges an annual advisory fee, not exceeding 2.00%, calculated as a percentage of the managed account's total asset value. The fee rate can vary based on factors like account inception date, asset size, or participation in employer-sponsored retirement plans. Fees are generally non-negotiable but may be considered in select circumstances. PTS Asset Management has a different fee schedule for non-platform accounts (see table below). The minimum account size for ITS is $30,000, but it may be waived. PTS Asset Management's minimum is negotiable, but they encourage accounts of $50,000 or more.

Areas of Practice
Investment Management
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Advisor Information

Office location

1720 Washington Rd Ste 101, Washington, PA, 15301

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Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2004
Settled
Customer Dispute
March 2004
Settled
Customer Dispute
December 2002
Settled
Customer Dispute
August 2002
Settled
Customer Dispute
August 2002
Settled
Other 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.
January 1996 - Present · 30 yrs
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.