Ashley Souza
Ashley Souza is a registered investment advisor at The Pacific Center for Financial Services, based in San Ramon, CA, with 20 years of industry experience. Ashley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 781 clients with $960M 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 $250K | 1.25% |
| $250K - $750K | 1.00% |
| $750K - $1.2M | 0.85% |
| $1.3M - $1.7M | 0.80% |
| $1.8M+ | 0.80% |
Fees above $1,750,000 are negotiable.
Fee Estimator
Location
2000 Crow Canyon Place, Suite 430, San Ramon, CA, 94583
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 ActivitiesSells Insurance
Ashley sells life, health, and long-term care insurance as part of her investment/advisory business. She is also an advisory representative for Pacific Center for Financial Services, spending full-time hours conducting portfolio management and financial planning.
Employment History
Current Registrations
The Pacific Center for Financial Services
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
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.