AA

Ashley Rose Agnew

7 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
491 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$687.7M

Fee Structure

Minimum Annual Fee:$30,000
Financial Plan Fee:$3,500 - $10,000
Hourly Rate:$350 - $400/hr

Financial planning fees range from $350 to $400 per hour or $3,500 to $10,000 on a flat fee basis. Family office and consulting fees range from $350 to $400 per hour. Investment management fees vary between 0.40% to 1.50% annually (or up to 2.0% for select accounts managed by third party money managers), based on assets under management, asset allocation, and scope of services. There is a minimum annual investment management fee of $30,000, which may be waived at Centerpoint's discretion.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate Planning
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Advisor Information

Office location

175 Highland Avenue, Suite 302, Needham, MA, 02494

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ashley is a sales associate for Rodan & Fields, selling skincare products since 2015. This activity takes a few hours per week and is not investment-related.

Employment History
Current Registrations
Centerpoint Advisors, LLC
August 2018 - Present · 7 yrs 5 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.
Ashley Rose Agnew - Financial Advisor | AdvisorDiscover