Ashmoret Mashal
Ashmoret Mashal is a registered investment advisor at The Family Offices Global Ventures INC., based in New York, NY, with 2 years of industry experience. Ashmoret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
The Family Offices Global Ventures recommends third-party asset managers who charge an advisory fee. The fee and payment schedule are determined by the third-party manager and disclosed in an agreement between the manager, the client, and The Family Offices Global. Fees may be paid quarterly or monthly, in advance or arrears. The Family Offices Global receives a portion of this fee. Management fees can be up to 2%, and there may also be a performance fee of up to 30%, which is split between the third-party manager and The Family Offices Global. All advisory fees are subject to negotiation.
Location
711 5th Avenue, New York, NY, 10022
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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.
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Ashmoret is the CEO of The Family Offices Global, providing roadshow consultancy services, dedicating full-time hours to this role. Ashmoret also receives referral fees from Axiom Investment Management and Morgan Stanley Professional Alliance Program, spending a few hours per week on each.
Employment History
Current Registrations
The Family Offices Global Ventures INC.
Fnex Capital, LLC
Fnex Capital, LLCBroker
Previous Registrations
Bradley Woods & CO. LTD.Broker
State Registrations4 states
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