Ashley Webb is a registered investment advisor at Kingswood Wealth Advisors, LLC, based in Griffin, GA, with 9 years of industry experience. Ashley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 9,250 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kingswood Wealth Advisors typically charges a percentage of the assets in your account, up to 2.5% annually. The exact fee is negotiable and may vary depending on your financial advisor. Fees are usually assessed quarterly based on the prior quarter-end value. KWA also offers a wrap fee program that bundles advisory fees, commissions, and custodian fees into one charge. KWA may also assess a platform fee up to 0.30% to cover the cost of maintaining its platform and to offset certain administrative costs and services. Accounts below KWA’s minimum account level of $100,000, will be assessed a $20.00 quarterly fee.
Location
Griffin, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ashley is a manager of onboarding at Kingswood Group US, a holding company for BD and RIAs, dedicating full-time hours. She also works as a bookkeeper and consultant for Compliers Consulting Services, LLC, spending a few hours per week, and owns Monta Vista Holdings LLC, spending about 10-20% of her time. Additionally, Ashley serves on the board of directors for CASA Henry County and A Friend's House, dedicating minimal time to each.
Employment History
Current Registrations
Kingswood Wealth Advisors, LLC
Kingswood Capital Partners, LLC
Kingswood Capital Partners, LLCBroker
Previous Registrations
Benchmark Advisory Services, LLC
Ef Hutton LLCBroker
American Global Wealth Management, INC.Broker
Americas Executions, LLCBroker
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.