| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable above $10,000,000.00
1502 Spring Street, Ste #D, Paso Robles, CA, 93446
Get directionsAshley is a sole proprietor of AE Clean, a residential and short-term rental cleaning business, since 2021. She dedicates about 10-20% of her time to this activity, with half of that time occurring during securities trading hours.