Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The maximum annual fee for asset management and comprehensive portfolio management is 2.00%, billed quarterly in advance. Financial planning fees range from $1,500 to $10,000 on a flat fee basis, or up to $350 per hour. Retirement plan consulting is billed hourly (up to $250/hour), flat fee ($750-$10,000), or as a percentage of plan assets (up to 2.00%). Fees are negotiable.
Areas of Practice
Advisor Information
Office location
201 E. Sandpointe Avenue, #460, South Coast Metro, CA, 92707
Get directionsRegulatory 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 ActivitiesSells Insurance
Ashley is an agent for non-variable insurance, dedicating minimal time to it. She also provides investment advisory services through Golden State Wealth Management, LLC and Golden State Asset Management, LLC, and is an owner of Sparks Curiel LLC.