Michelle Ash is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Ponte Vedra Beach, FL, with 21 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 36,172 clients with $84B 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 $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule reflects the Custom Wealth and Ascend Group standard tiers. Other service levels such as Wealth Path and Guided Investing have different fee schedules and minimums.
Fee Estimator
Location
822 A1A North Highway, Suite 206, Ponte Vedra Beach, FL, 32082
Get directionsHistory
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 Activities
Michelle is the managing member and owner of Ash-Castle 1, LLC, handling recordkeeping of personal investments, which takes minimal time. She is also a Notary Public for the State of Florida, notarizing documents, which also takes minimal time.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Paragon Wealth Strategies, LLC.
Householder Group, Estate & Retirement Specialists
First Command Bank
State Registrations3 states
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
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