Justin Limmer
Justin Limmer is a registered investment advisor at Ashton Thomas Private Wealth, based in Scottsdale, AZ, with 26 years of industry experience. Justin 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
8605 East Raintree Drive, Suite 280, Scottsdale, AZ, 85260
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
October 2022Customer Dispute
February 2022Customer Dispute
June 2006Other Business ActivitiesSells Insurance
Justin provides investment advisory services through Ashton Thomas Private Wealth, dedicating about half of his time. He also sells life insurance through Ashton Thomas Insurance Agency, spending a few hours per week on this activity.
Employment History
Current Registrations
Ashton Thomas Private Wealth
Previous Registrations
M. S. Howells & CO.Broker
M. S. Howells & CO.Broker
Securian Financial Services, INC.
Marathon Advisors, INC
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
State Registrations1 state
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.