Ashley Brown
Ashley Brown is a registered investment advisor at Ancora Private Wealth Advisors, LLC, based in Cleveland, OH, with 16 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 Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 4,509 clients with $3.9B 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 $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.35% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.30% |
Fees are progressive. Fees for amounts over $100 million are negotiable. Minimum annual fees may apply depending on the scope of the relationship.
Fee Estimator
Location
6060 Parkland Boulevard, Suite 200, Cleveland, OH, 44124
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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 Activities
Ashley works in compliance for Ancora Family Wealth Advisors in Cleveland, Ohio. This investment-related activity takes a few hours per week.
Employment History
Current Registrations
Ancora Private Wealth Advisors, LLC
Inverness Securities, LLCBroker
Previous Registrations
Alira HealthBroker
Drake Star Securities LLCBroker
Briarcliffe Credit Partners, LLCBroker
Albert Securities, LLCBroker
Ec Securities LLCBroker
Healthcare Community Securities CORP.Broker
Firstrade Securities INC.Broker
LPL Financial LLCBroker
Valmark Securities, INC.Broker
LPL Financial LLCBroker
Firstmerit Financial Services, INCBroker
Raymond James Financial Services, INC.Broker
State Registrations2 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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