Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ashton Thomas charges an annual fee based on a percentage of assets under management for investment advisory services. These fees may include financial planning and consulting services if requested. Stand-alone financial planning and consulting fees range from $150 to $1,000 per hour, depending on the service and professional involved. Clients in wrap fee programs may encounter additional non-billed expenses from mutual funds and ETFs. There is no mention of a minimum AUM fee or minimum investment amount.
Areas of Practice
Advisor Information
Office location
8605 East Raintree Drive, Suite 280, Scottsdale, AZ, 85260
Get directionsRegulatory History
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
Jason owns rental property and is a wealth advisor/financial planner with Ashton Thomas Private Wealth, dedicating about a quarter of his time to this. He is also an insurance agent with Ashton Thomas Insurance Agency, spending minimal time on insurance sales, and a member manager of Pro 13 LLC, a pass-through entity for compensation.