Inka Ashley-Lassen
Inka Ashley-Lassen is a registered investment advisor at Transamerica Retirement Advisors, LLC, based in Atlanta, GA, with 25 years of industry experience. Inka operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 212,858 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 0.95% |
| $150K - $1000K | 0.90% |
| $1M+ | 0.80% |
You may qualify for a breakpoint fee reduction based upon certain products and/or services purchased and held through Transamerica. The fee breakpoint or discount, if attained, is applied to the entire balance of the account, not only the portion of the account that exceeds the breakpoint.
Fee Estimator
Location
Atlanta, GA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2017Employment History
Current Registrations
Transamerica Retirement Advisors, LLC
Transamerica Investors Securities, LLCBroker
Transamerica Investors Securities, LLC
Previous Registrations
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Princor Financial Services CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Suntrust Capital Markets, INC.Broker
Goldman, Sachs & CO.Broker
Salomon Smith Barney INC.Broker
First Union Brokerage Services, INC.Broker
State Registrations1 state
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.