AA
AA
Andrew Ashton
17 Years of Experience
Hanover, MD
1 Disclosure
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 Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 1,568 clients with $610M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,568 clients
Average Client Portfolio
$386K average
Assets Under Management
$605.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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. Household accounts may be aggregated to determine fee tiers.
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 11 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.
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