Ashley Baerwaldt is a registered investment advisor at RBC Capital Markets, LLC, based in Edmonds, WA, with 4 years of industry experience. Ashley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
303 5th Avenue South, Suite 100, Edmonds, WA, 98020-3626
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ashley is a committee/council member for The Junior League of Seattle, helping with their strategic financial plan. She also serves on the Board of Directors for the West Seattle Food Bank.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations40 states
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