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Andrew Ashton is a registered investment advisor at Prostatis Financial Advisors Group, based in Hanover, MD, with 17 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,639 clients with $510M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,639 clients
Average Client Portfolio
$311K average
Assets Under Management
$508.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.90% |
| $2.5M - $3.5M | 0.80% |
| $3.5M+ | 0.75% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
7580 Buckingham Blvd, Ste. 180, Hanover, MD, 21076
Get directionsHistory
Regulatory History (1)
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Criminal
April 1991Final Disposition
Employment History
Current Registrations
Prostatis Financial Advisors Group
November 2018 - Present · 7 yrs 5 mos
Previous Registrations
Deutsche Bank Securities INC.Broker
July 2006 - October 2012 · 6 yrs 3 mos
Citigroup Global Markets INC.Broker
February 2006 - April 2006 · 2 mos
Legg Mason Wood Walker, IncorporatedBroker
July 2004 - February 2006 · 1 yr 7 mos
Deutsche Bank Securities INC.Broker
April 2002 - June 2004 · 2 yrs 2 mos
State Registrations1 state
MD
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.