Ashton Thomas Private Wealth
Assets Under Management
$4.1B
Number of Clients
2,569
Number of Advisors
82
Average Client AUM
$1.6M
AUM per Advisor
$49.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Ashton Thomas offers discretionary investment management services through its Wrap Program for an annual fee, inclusive of trade execution, custody, and reporting. Clients can select custodians like Fidelity, Schwab, Pershing, or Goldman. Financial planning and consulting are included, with potential additional fees for extraordinary services. The firm also provides advice on alternative investments and may use independent managers.
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
Location
8605 East Raintree Drive, Suite 280, Scottsdale, AZ, 85260