Ashley Robinson
Ashley Robinson is a registered investment advisor at Buck Wealth Strategies, LLC, based in Lakewood, CO, with 15 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, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 2,371 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Buck Wealth Strategies manages your investments for a fee based on a percentage of the assets they manage. The specific fee is agreed upon in your Investment Management Agreement and may vary based on the size of your account and the complexity of your portfolio. The maximum annual advisory fee is 1.50%. Fees are billed monthly. Employees and their family-related accounts are charged a reduced fee.
Location
1 Denver Federal Center, ENTRANCE E9, Building 45, Lakewood, CO, 80225
Get directionsHistory
Regulatory History (1)
Criminal
August 1999Other Business ActivitiesSells Insurance
Ashley works full-time as a financial planner for LTCPro, LLC DBA Federal Benefits Made Simple, providing financial planning, investment analysis, and product recommendations. She also works full-time as a registered representative with Madison Avenue Securities, LLC, and full-time as an Investment Advisor Representative with Buck Wealth Strategies.
Employment History
Current Registrations
Buck Wealth Strategies, LLC
Madison Avenue Securities, LLC
Madison Avenue Securities, LLCBroker
Previous Registrations
Ae Wealth Management, LLC
Cl Wealth Management LLC
Cabot Lodge Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Intersecurities, INC.Broker
State Registrations35 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.