Ashley Madden
Ashley Madden is a CFP-designated registered investment advisor at The Strategic Financial Alliance, based in Greensboro, NC, with 18 years of industry experience. Ashley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 1,463 clients with $380M 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 | 2.00% |
Advisory fees are negotiated between you and your advisor, subject to program maximums up to 2% annually. Third-party asset manager fees generally range from 0.10% to 2.50% annually.
Fee Estimator
Location
603 Dolley Madison Ave, Suite 200, Greensboro, NC, 27410
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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
Ashley is the Director of Financial Planning at GenCrest Capital, overseeing tax services and meeting with advisory clients, and serves as a Director for both the Greensboro Society of Financial Service Professionals and the Women's Professional Forum. She also sells insurance products and offers business owner exit planning strategy services and divorce expert work.
Employment History
Current Registrations
The Strategic Financial Alliance, INC.Broker
Strategic Blueprint, LLC
Previous Registrations
Investment Advisors
Proequities, INC.Broker
Triad Financial Advisors, INC.
Royal Alliance Associates, INC.Broker
Transamerica Financial Advisors, INC.Broker
Pruco Securities, LLC.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.
Exams
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