Ashley Fredricks is a PFS-designated registered investment advisor at Entasis Asset Management LLC, based in Brookfield, WI, with 2 years of industry experience. Ashley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 6 more. Their firm serves 159 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Entasis Asset Management charges 0.60% for standalone investment management. Other wealth management programs charge tiered rates starting at 1.15% or 0.90%.
Fee Estimator
Location
200 S Executive Dr., Suite 101, Brookfield, WI, 53005
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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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Ashley owns Fredericks, CPA, LLC, a tax practice providing accounting and tax preparation services since July 2016. Ashley spends nearly full-time on this activity during trading hours.
Employment History
Current Registrations
Entasis Asset Management LLC
State Registrations1 state
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
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