AD
CFP
AD
CFP

Ashley Rose Duff

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
982 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+0.01%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2025 Lititz Pike, Lancaster, PA, 17601

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ashley provides pet care services through Rover.com, dedicating minimal time to this activity.

Employment History
Current Registrations
Rodgers & Associates
February 2021 - Present · 5 yrs
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.