AS
CFP
AS
CFP

Ashley Scher

18 Years of Experience
Hong Kong
Sells Insurance

Ashley Scher is a CFP-designated registered investment advisor at Maseco Asia Limited, based in Hong Kong, 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 Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 56 clients with $82M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
56 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$82.4M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $2.5M0.90%
$2.5M - $5.0M0.80%
$5M+0.70%

For portfolios between $500,000 to $1,000,000, a flat 1% fee may be applied on a case-by-case basis. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Suite 2111, 21/F New World Tower, 16-18 Queen's Road Central, Hong Kong, 00000

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Ashley is a Director of MASECO Asia Limited in Hong Kong, spending nearly full-time providing investment advice. She is also a wealth manager with MASECO Private Wealth in London, dedicating about 10-20% of her time, and an independent life agent offering fixed life/annuity contracts, spending about 10-20% of her time on this.

Employment History
Current Registrations
Maseco Asia Limited
March 2024 - Present · 2 yrs 2 mos
Maseco Private Wealth
December 2014 - Present · 11 yrs 5 mos
Previous Registrations
Maseco Private Wealth
May 2010 - December 2012 · 2 yrs 7 mos
VisionBroker
April 2010 - May 2016 · 6 yrs 1 mo
Leonard & CompanyBroker
August 2009 - March 2010 · 7 mos
Metlife Securities INC.Broker
February 2007 - February 2009 · 2 yrs
Metropolitan Life Insurance CompanyBroker
February 2007 - July 2007 · 5 mos
State Registrations2 states
MITX
Advisor

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
No exam information available for this advisor.