Kevin Ashe
Kevin Ashe is a registered investment advisor at Primerica Advisors, based in Worthington, OH, with 14 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 54,384 clients with $11B 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 $250K | 2.24% |
| $250K - $500K | 2.21% |
| $500K - $1.0M | 2.02% |
| $1.0M - $3.0M | 1.88% |
| $3.0M - $5.0M | 1.70% |
| $5.0M - $10.0M | 1.55% |
| $10.0M - $15.0M | 1.45% |
| $15.0M - $25.0M | 1.20% |
| $25M+ | 1.10% |
The advisory fee component of the annual wrap fee is negotiable. As an accommodation to clients seeking temporarily to reduce exposure to market volatility, you are permitted to allocate your Program Account entirely to cash. Program Accounts allocated to cash are subject to a reduced annual wrap fee of 0.10%.
Fee Estimator
Location
438 E Wilson Bridge Rd, Ste 100-A, Worthington, OH, 43085
Get directionsHistory
Regulatory History (9)
Judgment / Lien
January 2016Regulatory
July 2015Judgment / Lien
January 2015Judgment / Lien
September 2014Judgment / Lien
January 2011Judgment / Lien
July 2009Judgment / Lien
April 2009Judgment / Lien
April 2009Judgment / Lien
June 2008Other 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
PFS Investments INC.
PFS Investments INC.Broker
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.