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Ashley Driggers

16 Years of Experience
Cheraw, SC

Ashley Driggers is a registered investment advisor at M Capital Wealth Management, LLC, based in Cheraw, SC, with 16 years of industry experience. Ashley 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 72 clients with $50M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
72 clients
Average Client Portfolio
$688K average
Assets Under Management
$49.6M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $4.0M1.50%
$4M+0.75%

MCWM may negotiate special fee arrangements where MCWM deems it appropriate under the circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

901 Chesterfield Highway,, Suite B, Cheraw, SC, 29520

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
M Capital Wealth Management, LLC
March 2011 - Present · 15 yrs 2 mos
Previous Registrations
Edward Jones
October 2007 - April 2009 · 1 yr 6 mos
State Registrations1 state
SC
Advisor

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
No exam information available for this advisor.
Ashley Driggers - Financial Advisor | TrueAdvisor