Ashley Arsena is a CFP-designated registered investment advisor at Cleveland Wealth, LLC, based in Cleveland, OH, 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 396 clients with $510M 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 | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.5M | 1.15% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.65% |
Fees are generally negotiable. Third-party managers may charge an additional 0.5% to 1.65%.
Fee Estimator
Location
600 Superior Avenue East, Suite 2550, Cleveland, OH, 44114
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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
Cleveland Wealth, LLC
Previous Registrations
Shaker Investments
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
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