JE
JE

Jennifer English

9 Years of Experience
Tullahoma, TN

Jennifer English is a registered investment advisor at Ashdon Investment Management, LLC, based in Tullahoma, TN, with 9 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management. Their firm serves 63 clients with $430M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
63 clients
Average Client Portfolio
$6.7M average
Assets Under Management
$425.1M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable at Ashdon's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

214 East Grundy Street, Tullahoma, TN, 37388

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Ashdon Investment Management, LLC
October 2016 - Present · 9 yrs 6 mos
State Registrations1 state
TN
Advisor

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Exams
No exam information available for this advisor.