Ashby Price
Ashby Price is a CFA-designated registered investment advisor at Kestra Advisory Services, LLC, based in Richmond, VA, with 16 years of industry experience. Ashby is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
8010 Thom Road, Richmond, VA, 23229
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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
Ashby provides investment advisory services through Kestra Advisory Services, LLC and registered rep activities through Kestra Investment Services, LLC using the DBA Ashwood Financial Partners, dedicating nearly all of his time to these activities. He also serves on the board of CFA Society Virginia and THE COMMUNITY TAX LAW PROJECT, and is a member of ACG Richmond, spending minimal time on each.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Bb&t Securities, LLCBroker
Scott & Stringfellow, LLCBroker
Sterne, Agee & Leach, INC.Broker
State Registrations5 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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