Benny Tran is a registered investment advisor at Ashton Thomas Private Wealth, based in Scottsdale, AZ, with 6 years of industry experience. Benny 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
No disclosures, customer disputes, or regulatory actions on file.
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Benny works as an Analyst and Investment Adviser Representative for multiple Registered Investment Advisers and a trust services company. He dedicates full-time hours to Kobo Wealth Conservancy, a few hours per week to Shuster Advisory Group, and minimal time to Pan Pacific Partners.
Employment History
Current Registrations
Ashton Thomas Private Wealth
Previous Registrations
Shuster Advisory Group, LLC
Kobo Wealth Conservancy
State Registrations1 state
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