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Ashley Arndt

6 Years of Experience
Austin, TX

Ashley Arndt is a registered investment advisor at Stafford Capital Partners INC., based in Austin, TX, 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. Their firm serves 21 clients with $1.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
21 clients
Average Client Portfolio
$81.9M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.85%

Asset-based fee ranges from 0.85% to 1% of the net committed capital per year, as negotiated with each client. Stafford Capital Partners may also receive a performance fee, typically 5% of any net profit that exceeds an annual hurdle rate agreed to with the client (ranging from 8% to 12%).

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

1717 West 6th Street, Suite 234, Austin, TX, 78703

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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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Employment History
Current Registrations
Stafford Capital Partners INC.
July 2019 - Present · 6 yrs 10 mos
State Registrations1 state
TX
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.