Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ashton Thomas provides investment management services on a wrap fee basis. The annual investment advisory fee includes investment advisory services, and, to the extent specifically requested by the client, financial planning and consulting services. For extraordinary planning and/or consultation services, Ashton Thomas may charge additional fees, which will be set forth in a separate written notice to the client. Financial planning and consulting fees range from $150 to $1,000 on an hourly rate basis.
Areas of Practice
Advisor Information
Office location
10 E 53rd Street, Suite 1400, New York, NY, 10022
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Customer Dispute
December 2012Other Business ActivitiesSells Insurance
Cary is a licensed insurance agent with Ashton Thomas Insurance Agency, selling life, health, and annuity insurance. Cary is also an author and professional speaker with Money Queen LLC (about 10-20% of their time), a board member of Cortland College Foundation (minimal time), and an advisory council member for NASDAQ (minimal time).