Steven Johnson is a registered investment advisor at Ashton Royce & CO., based in Williamsburg, VA, with 16 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 18 clients with $4.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ashton Royce & Co. manages investments for a fee based on a percentage of the value of your portfolio, ranging from 0.49% to 1.99% per year. The specific fee depends on the advisor managing the account and the types of investments chosen. An initial consultation fee of up to 1% of investable assets may be charged based on factors like estate settlement and complexity of asset transfers. Fees are billed monthly, in advance, based on the average daily balance from the previous month.
Location
215 Mclaws Circle, Suite 3 B, Williamsburg, VA, 23185
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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
Ashton Royce & CO.
Previous Registrations
Two Rivers Capital Management at Kingsmill INC
State Registrations1 state
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