AS
CFP
AS
CFP

Ashley Scott

6 Years of Experience
Royal Oak, MI

Ashley Scott is a CFP-designated registered investment advisor at Prime Capital Financial, based in Royal Oak, MI, with 6 years of industry experience. Ashley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 23,965 clients with $39B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
264 advisors
Number of Clients
23,965 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$39.1B

Fee Structure

Minimum Investment:$2.5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Standard asset management fees typically range between 1.00% and 1.50% annually, with a maximum of 2.50% and a minimum of 0.25%. Fees are negotiable depending on the advisor, account complexity, and total assets.

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

418 North Main Street, Suite 220, Royal Oak, MI, 48067

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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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Other Business Activities

Ashley is a member of CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC. She spends minimal time on this activity, providing investment advisory services as an IAR of PCIA.

Employment History
Current Registrations
Prime Capital Financial
December 2022 - Present · 3 yrs 10 mos
Previous Registrations
Liberty Wealth Advisors, LLC
April 2020 - December 2022 · 2 yrs 8 mos
State Registrations6 states
CTDEFLMAMIPA
Advisor

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
No exam information available for this advisor.
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