Ashton Lawrence is a CFP, ChFC-designated registered investment advisor at Mariner Wealth, based in Greenville, SC, with 12 years of industry experience. Ashton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
325 Rocky Slope Rd, Suite 302, Greenville, SC, 29607
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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 is a co-owner of Goldfinch Wealth Management, dedicating nearly all of their time to this role. Ashton also serves on the boards of Eastside YMCA, Fall for Greenville, and United Way of Greenville County, and is a member of the NextGen Advisory Task Force, each requiring minimal time.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Nylife Securities LLCBroker
State Registrations1 state
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