Ashton Thomas Securities provides investment advisory services on a wrap-fee or non-wrap fee basis, and financial planning and consulting services. They offer both discretionary and non-discretionary advisory services. Discretionary services are available on a wrap or non-wrap fee basis. The firm also provides retirement plan consulting services to employer-sponsored retirement plans.
Fee Structure
Ashton Thomas Securities offers investment management services where you pay an annual percentage of your account value. The exact percentage depends on the specific program you choose. These programs include FB Advisory, Managed ETF Portfolios, and Morningstar Managed Portfolios. Fees are billed monthly or quarterly in advance, depending on the program. Additional expenses may include brokerage trading costs and custodial fees for retirement accounts. Wrap fee programs bundle investment advisory, trade execution, custody, and reporting fees into a single annual fee.