Tyler Hagan
Tyler Hagan is a registered investment advisor at Ashton Thomas Private Wealth, based in Scottsdale, AZ, with 2 years of industry experience. Tyler 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
8605 East Raintree Drive, Suite 280, Scottsdale, AZ, 85260
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Regulatory History (2)
Regulatory
July 2024Criminal
October 2010Other Business Activities
Tyler is involved in a travel startup called Takeoff that organizes group travel. The company is in the startup phase and has not yet received funding.
Employment History
Current Registrations
Ashton Thomas Private Wealth
Previous Registrations
Day Hagan Asset Management
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.