Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for investment management are based on a percentage of assets, up to 2.5% annually, and are negotiable. Financial planning fees are either fixed or hourly (up to $300/hour), depending on the engagement. For accounts below the $100,000 minimum, a $20 quarterly fee is assessed. Clients using third-party managers will not be charged a total combined management fee over 3%. A $50 termination fee may apply.
Areas of Practice
Advisor Information
Office location
mcdonough, GA
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.
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Ashley is a manager of onboarding at Kingswood Group US, a holding company for BD and RIAs, dedicating full-time hours. She also works as a bookkeeper and consultant for Compliers Consulting Services, LLC, spending a few hours per week, and owns Monta Vista Holdings LLC, spending about 10-20% of her time. Additionally, Ashley serves on the board of directors for CASA Henry County and A Friend's House, dedicating minimal time to each.