Emily Ashton is a registered investment advisor at Kdk Private Wealth Management, based in Houston, TX, with 7 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 95 clients with $580M 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 | 1.00% |
Annual fee ranges up to 1.0% and is charged monthly in arrears. Fees for held-away assets, accommodation accounts, and alternative investments may be negotiated.
Fee Estimator
Location
1616 South Voss, Suite 800, Houston, TX, 77057
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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 Activities
Emily works as a client services specialist at Foster Financial Group, dedicating full-time hours to this role. She spends a significant portion of her time on trading activities.
Employment History
Current Registrations
Kdk Private Wealth Management
Previous Registrations
Ameritas Advisory Services, LLC
Kdk Private Wealth Management
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services,llc
State Registrations1 state
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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