AA
AA

Andrew Sterling Ashton

17 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)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
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K0.02%
$250K - $500K0.01%
$500K - $1.5M0.01%
$1.5M - $2.5M0.01%
$2.5M - $3.5M0.01%
$3.5M+0.01%

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 directions

History

Regulatory History (1)
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Criminal
April 1991
Final Disposition
Employment History
Current Registrations
Prostatis Financial Advisors Group
November 2018 - Present · 7 yrs 3 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
Exams
No exam information available for this advisor.