Joseph Petko is a CFA-designated registered investment advisor at Ashford Capital Management INC, based in Wilmington, DE, with 7 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 92 clients with $970M 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 $25.0M | 1.00% |
| $25.0M - $50.0M | 0.95% |
| $50.0M - $100.0M | 0.90% |
| $100M+ | 0.85% |
Fee schedule is for Small Company Growth and Long-Term Durable Growth Separate Accounts. Fees are negotiable under certain circumstances. Asset Allocation Program has a different fee structure: 0.70% for existing group relationship, 0.85% on the first $10 million and 0.55% on the balance over $10 million for accounts outside of this relationship.
Fee Estimator
Location
One Walkers Mill Road, Wilmington, DE, 19807-2317
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ashford Capital Management INC
State Registrations1 state
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