Ashford Advisors offers comprehensive investment advisory services, including financial planning, portfolio management, and money manager search and monitoring. They also provide consulting on hedge fund, venture capital, and private equity investments. Ashford works with high net worth individuals, charitable organizations, and corporations.
Assets Under Management$830M
Clients83
Advisors2
Avg. per Client$10M
Avg. per Advisor$410M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Ashford generally requires a minimum family relationship of $10,000,000 for AAP. They may also charge a performance fee for venture capital, private equity and other hard to value investments.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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