Ashe Benefits 401(k) Advisory Services offers consulting services to pension and employee benefit plans. This includes identifying investment objectives, providing guidance on asset classes, recommending money managers, monitoring performance, and recommending other service providers. The firm generally limits its investment advice to mutual funds, real estate funds, insurance products including annuities and ETFs.
Assets Under Management$72M
Clients1
Advisors1
Avg. per Client$72M
Avg. per Advisor$72M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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