Assets Under Management
$4.1B
Number of Clients
2,569
Number of Advisors
82
Average Client AUM
$1.6M
AUM per Advisor
$49.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Ashton Thomas offers discretionary investment management services through its Wrap Program, with fees inclusive of trade execution, custody, and reporting. Clients can select custodians like Fidelity, Schwab, or Pershing. Financial planning and consulting are included, with potential additional charges for extraordinary services. The firm may use independent managers, with total advisory fees not exceeding 2.99% annually.
8605 East Raintree Drive, Suite 280, Scottsdale, AZ, 85260