Ashley Vice
Ashley Vice is a CFA, CFP-designated registered investment advisor at Solitude Financial Services, INC., based in Charlottesville, VA, with 14 years of industry experience. Ashley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 164 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.70% |
Fees are generally negotiable for employees or clients well within retirement requiring only distribution and portfolio management strategies.
Fee Estimator
Location
236 East High Street, Charlottesville, VA, 22902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Solitude Financial Services, INC.
Previous Registrations
Sima Retirement Solutions, LLC
Sima Wealth Partners, LLC
Mercer Global Advisors INC.
Gfs Private Wealth
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.