Ashton Thomas Private Wealth offers investment advisory services on a wrap-fee or non-wrap fee basis, and financial planning and consulting services. They also offer specialized family office services for high-net-worth individuals. Ashton Thomas sponsors the Amplify Platform, which provides back-office support and access to third-party managers. Clients can choose discretionary investment advisory services on a wrap or non-wrap fee basis.
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.