April Horace is a registered investment advisor at Ashton Thomas Private Wealth, based in Denver, CO, with 13 years of industry experience. April 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
94 advisors
Number of Clients
2,569 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$4.1B

Fee Structure

Planning is included in investment management (also available separately)

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.

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Location

Denver, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

April is the owner/manager of commercial real estate through SIH Development and a member of Interwest, LLC, both since 2018. She spends minimal time on each of these real estate activities.

Employment History
Current Registrations
Ashton Thomas Private Wealth
October 2019 - Present · 6 yrs 6 mos
Previous Registrations
Alpha Capital Management Group LLC
July 2018 - December 2019 · 1 yr 5 mos
Dynamic Wealth Advisors
August 2012 - July 2018 · 5 yrs 11 mos
Stay Tuned Capital LLC
June 2012 - September 2012 · 3 mos
State Registrations1 state
CO
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.