Ashley Stockdale is a registered investment advisor at Crossgen Wealth LLC, based in Greenville, NC, 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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 150 clients with $220M 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 | 2.00% |
Portfolio management fees are individually negotiated with each client based on a percentage of assets under management, up to a maximum fee of 2%. Wrap fee programs through Raymond James range from 0.75% to 2% annually.
Fee Estimator
Location
905 A Conference Drive, Greenville, NC, 27858
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 →Employment History
Current Registrations
Crossgen Wealth LLC
Previous Registrations
Raymond James & Associates, 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.
Exams
More Advisors
- James Bengala, CFPAmeriprise Financial Services, LLC
- James Pagnani, CFPWells Fargo Advisors
- Don Keel, CFPKeel & Long Financial Management, LLC
- David Hunt, CFPIntegrated Wealth Concepts LLC
- John Hoyt, CFPH. L. Ormond & Company, LLC
- James Taunton, CFP, ChFCGeneos Wealth Management, INC.