Ashcraft Wealth Advisors is an investment management firm providing investment advice and portfolio management services. Ashcraft Wealth Advisors focuses on building client investment portfolios that meet individual client needs, whether they are preparing for retirement or for shorter-term needs. In addition to investment advisory services, Ashcraft Wealth Advisors also provides targeted financial advisory services on an as-needed basis.
Assets Under Management$3.8M
Clients46
Advisors2
Avg. per Client$82K
Avg. per Advisor$1.9M
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
Ashcraft Wealth Advisors charges an annual fee based on a percentage of the assets they manage. The fee structure depends on the type of assets and the investment strategy. The following fee ranges apply:
- $0 - $1,500,000: 1.50% to 5.00%
- $1,500,001 - $2,500,000: 1.25% to 4.75%
- $2,500,001 - $3,500,000: 1.10% to 4.60%
- Over $3,500,000: 0.75% to 4.25%
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