Kristine Lantz is a registered investment advisor at Ashton Thomas Private Wealth, based in Tucson, AZ, with 24 years of industry experience. Kristine 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
3971 East Paradise Falls Drive, Suite 114, Tucson, AZ, 85712
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kristine works as a Client Service Associate for Ashton Thomas Private Wealth, processing client service requests. This is a full-time commitment.
Employment History
Current Registrations
Ashton Thomas Private Wealth
M. S. Howells & CO.Broker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
State Registrations1 state
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