Ashley Fredricks is a PFS-designated registered investment advisor at Entasis Asset Management LLC, based in Brookfield, WI, with 1 years of industry experience. Ashley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 155 clients with $170M 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 generally requires a $50,000 household minimum to open and maintain an Investment Management account(s). Clients with at least $5,000 can utilize Charles Schwab’s Institutional Intelligent Portfolios® (IIP) technology and service platform. Fees may be negotiable for clients placing household assets of approximately $5 million or more under discretionary management.
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.
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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
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