Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fees are negotiable.
Fee Estimator
Investment management fees are based on a percentage of assets under management, not exceeding 3% annually. The standard fee is 1.00% annually of the account's market value, but fees are negotiable. Financial planning and consultation services are billed at $250/hour, also negotiable. Additional in-person reviews are available at $250/hour, including preparation time. The minimum assets under management is generally $250,000, but accounts below this may be negotiable.
Areas of Practice
Advisor Information
Office location
2025 Lititz Pike, Lancaster, PA, 17601
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 Activities
Ashley provides pet care services through Rover.com, dedicating minimal time to this activity.