Mark Ashe is a registered investment advisor at Educated Investors LLC, based in Scarborough, ME, with 2 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 0.90% |
| $1.5M+ | 0.50% |
Minimum annual fee of $1700. The Financial Planning Services provided under the Full Service Plan are included as part of this comprehensive wealth management service.
Fee Estimator
Location
Scarborough, ME
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Educated Investors LLC
State Registrations1 state
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