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
8383 Greenway Blvd., Suite 600, Middleton, WI, 53562
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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 →Other Business ActivitiesSells Insurance
Daniel sells fixed life, health, disability, annuities, and long-term care insurance with various companies. He also serves as the President of the Board of Directors for Camp Randall Rowing Club, dedicating a few hours per week to this non-investment related activity.