Rebecca Macdonald is a registered investment advisor at Ashton Thomas Private Wealth, based in Las Vegas, NV, with 12 years of industry experience. Rebecca 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
10777 West Twain Avenue, Suite 225, Las Vegas, NV, 89135
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rebecca is the owner and founder of MacDonald Wealth Associates, an investment advisory firm, dedicating about 10-20% of her time. She is also a part owner and secretary of MSM Group, a marketing consulting firm, spending minimal time on this activity.
Employment History
Current Registrations
Ashton Thomas Private Wealth
Previous Registrations
Endowment Partners LLC
Endowment Partners LLC
Macdonald Wealth Associates LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
Bancwest Investment Services, INC.Broker
State Registrations2 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.