Ashcroft Green Advisors offers personalized financial planning and investment management services to individuals and small businesses. The firm's approach combines analysis with understanding each client's financial goals, risk tolerance, and life circumstances. Services include retirement planning, education funding, tax planning, estate planning, insurance analysis, and cash flow management. The firm also publishes market commentary.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
x.com/bashcroftgreen ·finance.yahoo.com/community/u/brettashcroftgreen ·www.ashcroftgreenadvisors.com
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees are negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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