Stephanie Ashley
Stephanie Ashley is a registered investment advisor at Elevated Financial Group, based in Indianapolis, IN, with 8 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 716 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Elevated Financial Group (EFG) manages investments for a fee based on a percentage of the value of your portfolio. The maximum advisory fee will not exceed 1.75%. The specific fee depends on the investment strategy used:
- Tactical & Adaptive ETF Portfolios: 0.50% per year
- Stock/Active Portfolios: 0.75% per year
- SMA Portfolios: 0.20% per year (may incur additional manager fees)
- Options Overlay Strategies: 0.50% - 1.00% per year
Accredited clients participating in private investment strategies will be charged a separate flat fee for EFG's coordination of the investment, ranging from $1,000 to $25,000, in addition to advisory fees.
Location
500 E. 96th Street, Suite 125, Indianapolis, IN, 46240
Get directionsHistory
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
Stephanie works as an insurance agent for various carriers, dedicating a few hours per week to this activity. This activity is not investment related.
Employment History
Current Registrations
Elevated Financial Group
Previous Registrations
Invst, LLC
Beacon Pointe Advisors, LLC
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
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.