Ashton Thomas Private Wealth provides personalized investment management, financial planning, consulting, and family office services to individuals, families, trusts, and businesses. Clients can choose between wrap-fee programs—where a single fee covers investment advice, trade execution, and custody—or non-wrap fee arrangements. Ashton Thomas Private Wealth tailors portfolios using mutual funds, exchange-traded funds, individual securities, and third-party managers through platforms like the Amplify Platform. The firm also offers specialized services such as retirement plan consulting, insurance analysis, and estate planning coordination. Investment advice is delivered by human advisors who work closely with clients to build tailored strategies aligned with their long-term financial goals.
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%.