Ashley Webb is a registered investment advisor at Kingswood Wealth Advisors, LLC, based in Griffin, GA, with 9 years of industry experience. Ashley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 11,425 clients with $3.8B 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 | 2.50% |
Fees range up to 2.5% annually and are fully negotiable. Different financial advisors may utilize different fee schedules. A platform fee of up to 0.30% may also apply.
Fee Estimator
Location
Griffin, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ashley is a manager of onboarding at Kingswood Group US, a holding company for BD and RIAs, dedicating full-time hours. She also works as a bookkeeper and consultant for Compliers Consulting Services, LLC, spending a few hours per week, and owns Monta Vista Holdings LLC, spending about 10-20% of her time. Additionally, Ashley serves on the board of directors for CASA Henry County and A Friend's House, dedicating minimal time to each.
Employment History
Current Registrations
Kingswood Wealth Advisors, LLC
Kingswood Capital Partners, LLC
Kingswood Capital Partners, LLCBroker
Previous Registrations
Benchmark Advisory Services, LLC
Ef Hutton LLCBroker
American Global Wealth Management, INC.Broker
Americas Executions, LLCBroker
State Registrations2 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
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