Maston Thornton is a CFP-designated registered investment advisor at Kamichu Wealth Management LLC, based in Las Vegas, NV, with 26 years of industry experience. Maston operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 20 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Wealth management fees range up to 1.00% annually based on account complexity, asset level, and overall relationship. Fees may be negotiable at the firm's discretion. Qualified clients may also be subject to a 2% performance-based fee on gains subject to a high-water mark.
Fee Estimator
Location
Las Vegas, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Maston is a partner at Select Consulting Group, LLC, which provides accountancy, auditing, and bookkeeping services. This activity is not investment-related.
Employment History
Current Registrations
Kamichu Wealth Management LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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