Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Modera's fees are based on assets under management, hourly rates, or fixed fees. Wealth management fees range from 0.15% to 1.00%, and portfolio management fees range from 0.10% to 0.80%. Minimum quarterly fees apply: $2,500-$5,000 for wealth management and $2,000-$4,000 for portfolio management. Stand-alone financial planning fees range from $2,000 and up. Tax preparation fees range from $600-$1,500. Investment monitoring fees range from $5,000 to $50,000 per year.
Areas of Practice
Advisor Information
Office location
6 Wall Street, Asheville, NC, 28801
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 →Employment History
Current Registrations
Modera Wealth Management, LLC
Previous Registrations
Parsec Financial
State Registrations2 states
Exams
Additional Information
Ashley serves on local non-profit boards, inlcuding the Pisgah Legal Young Professionals board and is active with the Women United committee of United Way. She holds a bachelor of arts in both accounting and economics, and a minor in management from University of North Carolina at Asheville. Ashley’s passion is to help clients align their money with their goals and values. In her free time she enjoys being outside, hiking, mountain and road biking, gardening and spending time with her family.