Ashford Investment Advisors offers personalized investment advice and portfolio management. They create investment strategies based on your financial information, goals, and risk tolerance. Ashford primarily uses stocks, ETFs, and bonds in their portfolios. They also offer pension consulting services, including investment policy statement preparation, investment vehicle selection, and performance monitoring. Ashford may recommend sub-advisers to manage portions of client accounts.
Assets Under Management$76M
Clients75
Advisors3
Avg. per Client$1M
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on the amount of assets under management, complexity of client goals and objectives, and level of services rendered.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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