Alex Ash is a registered investment advisor at Walen Financial Group, LLC, based in Toledo, OH, with 3 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.90% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Matson Money has reduced the maximum allowed fee for all new clients to 1.2% of client assets moving forward. Fees are negotiable, but the minimum fee permitted by Matson Money is 0.25%. Walen Financial Group receives a portion of the fees you pay to Matson Money.
Fee Estimator
Location
4149 North Holland-Sylvania Road, Suite 1, Toledo, OH, 43623
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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
Alex is the owner of Walen Financial Group, LLC and runs its operations, dedicating about half of his time. He also runs operations and is an IAR for Ash Matson Wealth Partners, LLC, spending nearly full-time hours on this role.
Employment History
Current Registrations
Walen Financial Group, LLC
Ash Matson Wealth Partners, INC.
State Registrations4 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.