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Kevin Ashe

Primerica Advisors
15 Years of Experience
Worthington, OH
9 DisclosuresBroker
View SEC Summary
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Kevin Ashe is a registered investment advisor at Primerica Advisors, based in Worthington, OH, with 15 years of industry experience. Kevin 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 67,816 clients with $16B in assets under management.

Primerica Advisors
Compensation
Fee-Only (% of Portfolio)
Firm Size
3990 advisors
Number of Clients
67,816 clients
Average Client Portfolio
$229K average
Assets Under Management
$15.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.74%
$250K - $500K1.71%
$500K - $1.0M1.52%
$1.0M - $3.0M1.38%
$3.0M - $5.0M1.15%
$5.0M - $10.0M1.00%
$10M+0.85%

Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

438 E Wilson Bridge Rd, Ste 100-A, Worthington, OH, 43085

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History

Regulatory History (9)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
January 2016
Regulatory
July 2015
Final
Judgment / Lien
January 2015
Judgment / Lien
September 2014
Judgment / Lien
January 2011
Judgment / Lien
July 2009
Judgment / Lien
April 2009
Judgment / Lien
April 2009
Judgment / Lien
June 2008
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Kevin sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc.

Employment History
Current Registrations
Primerica Advisors
February 2016 - Present · 10 yrs 8 mos
PFS Investments INC.Broker
May 2011 - Present · 15 yrs 5 mos
PFS Investments INC.
May 2011 - Present · 15 yrs 5 mos
State Registrations2 states
FLOH
AdvisorBrokerBoth

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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