Ashley Thompson
Ashley Thompson is a CFP-designated registered investment advisor at Benedict Financial Advisors, INC., based in Atlanta, GA, with 18 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 325 clients with $470M 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 $750K | 1.49% |
| $750K - $1.3M | 1.29% |
| $1.3M - $2.0M | 1.19% |
| $2.0M - $3.0M | 1.14% |
| $3.0M - $5.0M | 1.09% |
| $5M+ | 0.95% |
Fees may be negotiable at BFA's discretion.
Fee Estimator
Location
6000 Lake Forrest Drive, Ste 550, Atlanta, GA, 30328-5901
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2024Other Business ActivitiesSells Insurance
Ashley is an independent insurance agent selling fixed insurance products through Benedict Financial Group, dedicating about 10% of her time. She is also a registered investment advisor with Benedict Financial Advisors, spending nearly full-time hours on this activity, and a notary public, spending minimal time.
Employment History
Current Registrations
Benedict Financial Advisors, INC.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
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.