Ashlea Jones
Ashlea Jones is a registered investment advisor at Prime Capital Financial, based in Hiawatha, IA, with 13 years of industry experience. Ashlea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 23,965 clients with $39B 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 | 1.50% |
Standard asset management fees typically range between 1.00% and 1.50% annually, with a maximum of 2.50% and a minimum of 0.25%. Fees are negotiable depending on the advisor, account complexity, and total assets.
Fee Estimator
Location
1815 Boyson Rd, Hiawatha, IA, 52233
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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
Ashlea provides fee-based asset management services at Prime Capital Investment Advisors, dedicating full-time hours to this role. She is also an insurance agent at PCRM, LLC, selling fixed insurance products and dedicating minimal time to this activity.
Employment History
Current Registrations
Prime Capital Financial
Previous Registrations
Private Client Services, LLCBroker
N.I.S. Financial Services, 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.
Exams
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