AK
CFP
AK
CFP
Ashley Kremhelmer
18 Years of Experience
Novi, MI
13 Disclosures
Ashley Kremhelmer is a CFP-designated registered investment advisor at Edelman Financial Engines, based in Novi, MI, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,244,406 clients with $330B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
722 advisors
Number of Clients
1,244,406 clients
Average Client Portfolio
$262K average
Assets Under Management
$326.3B
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$900
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees for amounts over $25 million are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
39555 Orchard Hill Place, Suite 365, Novi, MI, 48375
Get directionsHistory
Regulatory History (13)
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January 2025Pending
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December 2024Final
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November 2024Pending
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October 2024Final
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October 2024Pending
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July 2024Final
Employment History
Current Registrations
Edelman Financial Engines
October 2019 - Present · 7 yrs
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - September 2019 · 1 yr 2 mos
Strategic Advisers LLC
June 2012 - July 2018 · 6 yrs 1 mo
Fidelity Brokerage Services LLCBroker
June 2012 - September 2019 · 7 yrs 3 mos
Primevest Financial Services, INC.
May 2010 - June 2012 · 2 yrs 1 mo
Primevest Financial Services, INC.Broker
May 2008 - June 2012 · 4 yrs 1 mo
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.
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