Ashton Royce & Co. offers personalized financial planning and investment management services. They work with individuals, small businesses, and other organizations. Their advice covers financial objectives, cash flow, tax planning, investment management, education funding, retirement planning, and estate planning. They do not sell commissioned products like annuities or insurance.
Fee Structure
Ashton Royce & Co. manages investments for a fee based on a percentage of the value of your portfolio, ranging from 0.49% to 1.99% per year. The specific fee depends on the advisor managing the account and the types of investments chosen. An initial consultation fee of up to 1% of investable assets may be charged based on factors like estate settlement and complexity of asset transfers. Fees are billed monthly, in advance, based on the average daily balance from the previous month.