Ashlee Desteiger is a CFA, CFP-designated registered investment advisor at Gunder Wealth Management, LLC, based in Birmingham, MI, with 9 years of industry experience. Ashlee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 111 clients with $140M 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 $750K | 1.00% |
| $750K - $1000K | 0.90% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $2.5M | 0.80% |
| $2.5M - $3.5M | 0.70% |
| $3.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable. For clients with fewer than $750,000 in assets under management, investment advisory and financial planning services will be provided at a fixed quarterly fee of $1,875 per quarter. For clients with assets under management exceeding $8,000,000, investment advisory and financial planning services will be provided at a fixed quarterly fee of $10,000 ($40,000 annually).
Fee Estimator
Contact
Ashlee Desteiger
Location
Birmingham, MI
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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 →Employment History
Current Registrations
Gunder Wealth Management, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
State Registrations3 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
Additional Information
Whether you lack time, skill, or discipline, we believe you need a financial advisor to stay accountable and be proactive. It's easy to document your plan on paper, but if someone isn't in your corner looking out for your financial well-being or adjusting your plan as life changes, it's easy to get off track. I want to partner with you to give you confidence in the decisions you make and free up your time, enabling you to live your ideal life. Selecting a financial advisor is about developing a partnership with someone who is relatable and simplifies the process. Our goal is to do more than manage your investments; we strive to deliver an advice-driven experience that you can count on.