Donald Hagan is a CFA-designated registered investment advisor at Ashton Thomas Private Wealth, based in Sarasota, FL, with 20 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,569 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ashton Thomas offers investment management services through a wrap program, where you pay a single annual fee that includes investment advice, trade execution, custody, and reporting. The annual wrap program fee ranges up to 2.99%, depending on the asset composition in the account. Ashton Thomas may use independent managers, and the total advisory fee will not exceed 2.99% per year. Ashton Thomas also offers non-wrap fee based investment advisory services, where fees are negotiable and may not exceed 2.99% of the assets managed.
Location
1000 South Tamiami Trail, Sarasota, FL, 34236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donald is a shareholder in Y Marketing Corp, an internet app company, since 2017. He spends minimal time on this activity and has no duties related to it.
Employment History
Current Registrations
Ashton Thomas Private Wealth
Previous Registrations
Day Hagan Asset Management
Harbor Financial Services, LLC
State Registrations4 states
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