Ashley Graham

Metairie, LA

2 Disclosures

Ashley Graham is a registered investment advisor at Hedged Private Wealth, based in Metairie, LA. Ashley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 49 clients with $4.2M in assets under management.

Hedged Private Wealth

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

49 clients

Average Client Portfolio

$87K average

Assets Under Management

$4.2M

Fee Structure

Minimum Investment:None

Investment management only (planning not offered)

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	2.00%

Fees are negotiable depending on the size, scope, and complexity of services rendered. The standard incentive fee is 2% AUM annually and 20% performance fee. This fee is negotiable upon discussion of the complexity of risk strategies pursued and varies to each investor.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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Location

1 Galleria Blvd, Suite 710C, Metairie, LA, 70001

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Criminal

March 2012

Final Disposition

Criminal

September 2011

Final Disposition

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Hedged Private Wealth

October 2025 - Present · 7 mos

State Registrations1 state

Advisor

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

No exam information available for this advisor.

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