Ashton Medina is a CFA, CFP-designated registered investment advisor at LPL Financial LLC, based in Miami, FL, with 7 years of industry experience. Ashton is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
9955 N Kendall Dr Ste 204, Miami, FL, 33176
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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 ActivitiesSells Insurance
Ashton operates Gradepoint Financial LLC and Gradepoint Financial Group LLC as DBAs for their LPL business. Ashton also owns Medina Wealth Management Services, LLC for tax/investment purposes, dedicating minimal time, and sells non-variable insurance through Gradepoint Insurance, Capitas, and Back9, spending about 10-20% of their time on this.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Synovus Securities, INC.Broker
Synovus Securities, INC.
Lafise Securities CorporationBroker
State Registrations7 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.
Exams
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