AT

Ashley Renea Terrell

4 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
231 advisors
Number of Clients
19,012 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$30.1B

Fee Structure

Prime Capital Financial offers various fee structures depending on the service. Asset management fees are charged either as part of a wrap fee program (advisory and transaction costs combined) or on a transaction-based pricing model (advisory fees plus separate transaction costs). They also offer financial planning and business consulting services, the fees for which are not detailed in this brochure. Minimum investment amounts are required, but the specific amount is not stated in this brochure.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness Owners
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Advisor Information

Office location

6201 College Blvd., Suite #150, Overland Park, KS, 66211

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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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Employment History
Current Registrations
Prime Capital Financial
July 2022 - Present · 3 yrs 6 mos
Previous Registrations
Burns Estate Planning & Wealth Advisors
July 2021 - July 2022 · 1 yr
State Registrations2 states
FLLA
Advisor
Exams
No exam information available for this advisor.