Angela Jolley
Angela Jolley is a CFP-designated registered investment advisor at Aspire Capital Advisors LLC, based in Seattle, WA, with 23 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,935 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aspire Capital charges a percentage of the value of your portfolio, up to 1.00% per year, paid quarterly. The fee is calculated based on the value of your investments at the end of the previous quarter. Fees may be negotiable. Aspire Capital may recommend unaffiliated investment managers, and the total fee, including Aspire Capital's fee and the independent manager's fee, will not exceed 1.00% annually.
Location
1815 North 45th Street, Suite 105, Seattle, WA, 98103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Angela works as a financial advisor, providing financial planning, consulting, and investment management services, dedicating about half of her time to this. She also owns AFG Financial LLC, where she manages team members and sells life, disability, long-term care, and fixed annuities, spending about 10-20% of her time on this. Angela also owns and manages a rental condominium, spending minimal time on it.
Employment History
Current Registrations
Aspire Capital Advisors LLC
Previous Registrations
M. S. Howells & CO.Broker
Securities America, INC.Broker
Arbor Point Advisors
Kms Financial Services, INC.Broker
Kms Financial Services, INC
Fsic
FsicBroker
Fsic
FsicBroker
Hbw Advisory Services LLC
Hbw Securities LLCBroker
American General Securities IncorporatedBroker
Great American Advisors, INC.Broker
Woodbury Financial Services, INC.Broker
Banc of America Investment 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.