Ashley Eckles is a registered investment advisor at Cs Planning CORP, based in Paso Robles, CA, with 2 years of industry experience. Ashley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,819 clients with $1.3B 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 $1.5M | 1.50% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable above $10,000,000. Minimum fee: $15,000.00
Fee Estimator
Location
1502 Spring Street, Ste #D, Paso Robles, CA, 93446
Get directionsHistory
Regulatory History (1)
Criminal
June 2012Other Business Activities
Ashley is a sole proprietor of AE Clean, a residential and short-term rental cleaning business, since 2021. She dedicates about 10-20% of her time to this activity, with half of that time occurring during securities trading hours.
Employment History
Current Registrations
Cs Planning CORP
Previous Registrations
PFS Investments INC.Broker
State Registrations1 state
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.