MT
CFP
MT
CFP

Maston Thornton

25 Years of Experience
Las Vegas, NV

Maston Thornton is a CFP-designated registered investment advisor at Kamichu Wealth Management LLC, based in Las Vegas, NV, with 25 years of industry experience. Maston operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 20 clients with $260M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
20 clients
Average Client Portfolio
$12.9M average
Assets Under Management
$258.1M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Wealth management fees range up to 1.00% annually based on several factors, including: the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor. Fees may be negotiable at the sole discretion of the Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Las Vegas, NV

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History

Regulatory History
Clean regulatory record

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.

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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
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
May 2009 - June 2018 · 9 yrs 1 mo
UBS Financial Services INC.Broker
May 2009 - June 2018 · 9 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2000 - May 2009 · 8 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2000 - May 2009 · 8 yrs 10 mos
State Registrations1 state
NV
Advisor

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
No exam information available for this advisor.