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.
580 California Street, Suite 700, San Francisco, CA, 94104
Get directionsCaleb works as an investment portfolio analyst at Ashton Thomas Private Wealth, LLC. This investment-related activity takes nearly all of Caleb's time.