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
1000 S. Tamiami Trail, Sarasota, FL, 34236
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.
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Regan contributes to SeekingAlpha.com, a financial publication, by writing articles on securities. This activity requires minimal time.