Everett Jensen is a registered investment advisor at Ashton Thomas Private Wealth, based in Bozeman, MT, with 1 years of industry experience. Everett 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
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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
4575 Valley Commons Drive, Suite 201, Bozeman, MT, 59718
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ashton Thomas Private Wealth
Ashton Thomas Securities, LLC
Ashton Thomas Securities, LLCBroker
Previous Registrations
World Equity Group, INC.Broker
State Registrations1 state
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