Ashley Dickson is a CFP-designated registered investment advisor at Next Bloom Wealth, based in Gladstone, MO, with 7 years of industry experience. Ashley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 37 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are negotiable. If NBW uses Altruist LLC’s Model Marketplace and tax management tools, fees range between 0% and 1% and are listed in the Altruist LLC Fee Schedule available at altruist.com/legal.
Fee Estimator
Location
7001 N Locust St. #C208, Gladstone, MO, 64118
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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
Next Bloom Wealth
Previous Registrations
Copper Financial
Copper FinancialBroker
State Registrations3 states
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