Charles Burns is a registered investment advisor at Ashton Thomas Private Wealth, based in Scottsdale, AZ, with 19 years of industry experience. Charles 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
18867 N. Thompson Peak Parkway, Ste #225, Scottsdale, AZ, 85255
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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 ActivitiesSells Insurance
Charles manages insurance agents selling fixed life, health, and long-term care insurance products at Insight Benefit Counselors, a full-time commitment. He is also the president of CRB Financial Inc., a compensation tax entity, dedicating minimal time.
Employment History
Current Registrations
Ashton Thomas Private Wealth
Previous Registrations
Pinnacle Peak Private Client Group, LLC
Bcg Securities, INC.
Bcg Securities, INC.Broker
P.J. Robb Variable CorporationBroker
Underwriters Equity CorporationBroker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
State Registrations3 states
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.