Tony Ashton
Tony Ashton is a registered investment advisor at Strategic Financial Concepts, LLC, based in Othello, WA, with 27 years of industry experience. Tony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 3,290 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may be negotiable based on individual client circumstances. Managed accounts may be subject to an account maintenance fee of $15.00 per quarter for accounts valued lower than $75,000 depending upon the custodian.
Fee Estimator
Location
160 South 16th Avenue, Othello, WA, 99344
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Tony is involved in several outside business activities, including non-variable insurance through Ashton Financial, LLC and Generational Planning Strategies. He also owns real estate rentals, operates GPS Financial and GPS Investments as DBAs for his LPL business, has a business entity for tax/investment purposes, and runs AFG Brokerage, LLC, spending about 10-20% of his time on the brokerage.
Employment History
Current Registrations
Strategic Financial Concepts, LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Capital Financial Services, INC.Broker
United Heritage Financial Services, INC.Broker
Securities Management & Research, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.