Paul Ashcraft
Paul Ashcraft is a registered investment advisor at Ashcraft Wealth Advisors LLC, based in Auburndale, FL, with 11 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 46 clients with $3.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ashcraft Wealth Advisors charges an annual fee based on a percentage of the assets they manage. The fee structure depends on the type of assets and the investment strategy. The following fee ranges apply:
- $0 - $1,500,000: 1.50% to 5.00%
- $1,500,001 - $2,500,000: 1.25% to 4.75%
- $2,500,001 - $3,500,000: 1.10% to 4.60%
- Over $3,500,000: 0.75% to 4.25%
Location
Auburndale, FL
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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
Paul is a licensed insurance agent. He is also the registered agent for G & S Family Hospitality Services, Inc.
Employment History
Current Registrations
Ashcraft Wealth Advisors 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.