Benny Tran is a registered investment advisor at Ashton Thomas Private Wealth, based in Honolulu, HI, with 7 years of industry experience. Benny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 7 more. Their firm serves 3,229 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.99% |
Annual advisory fees are negotiable and depend on objective and subjective factors such as asset size, account composition, and scope of services, not to exceed 2.99%.
Fee Estimator
Location
1003 Bishop Street, Suite 1820, Honolulu, HI, 96813
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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 Activities
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
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
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