Ashwood Advisors offers investment management, financial planning, and consulting services. They gather client information to create customized asset allocations based on financial goals, risk tolerance, and time frame. Ashwood manages accounts with discretion, making changes as needed without prior consultation, unless the client elects for non-discretionary management. They primarily invest in listed securities, including large-cap stocks, investment-grade bonds, ETFs, closed-end funds, and traditional mutual funds.
Assets Under Management$99M
Clients99
Advisors2
Avg. per Client$1M
Avg. per Advisor$50M
www.geremiainvestments.com ·www.linkedin.com/in/mattgeremia ·www.linkedin.com/in/steve-geremia-8b6b8316b
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.81% |
| $50K - $500K | 1.06% |
| $500K - $1000K | 0.81% |
| $1.0M - $3.0M | 0.56% |
| $3M+ | 0.56% |
Fees are negotiable. Client accounts from one household may be consolidated to aggregate account values for fee calculations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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