Anthony Ash is a CFA-designated registered investment advisor at Dattilio & Ash Capital Management, LLC, based in Lebanon, NH, with 10 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 2 more. Their firm serves 31 clients with $18M 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 | 1.00% |
| $1M+ | 0.50% |
Lower fees may be negotiable in certain circumstances involving exceptionally large accounts or accounts which require a reduced level of advisory service.
Fee Estimator
Location
23 Bank Street, Lebanon, NH, 03766
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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
Dattilio & Ash Capital Management, LLC
Previous Registrations
Julex Capital Management
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.