Michael Ashton is a CFA-designated registered investment advisor at Enduring Investments LLC, based in Morristown, NJ, with 14 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $5.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Enduring Investments' fees are individually negotiated and can be based on a percentage of your portfolio's value or a fixed fee. The specific fee structure is detailed in your investment management agreement. Fees may vary depending on the length of the 'lock-up' period you agree to. The firm may also charge a performance-based fee tied to the capital appreciation of your account.
Location
Morristown, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael has a consulting role with BAG Corp, a manufacturer of polypropylene fabrics and bags, since 2017. He spends about 10-20% of his time helping evaluate quantitative business issues.
Employment History
Current Registrations
Enduring Investments LLC
Previous Registrations
Real Asset Strategies, LLC
Enduring Investments LLC
State Registrations2 states
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