Advisor at Ashton Thomas Private Wealth
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Firm
Ashton Thomas Private Wealth
Location
Helena, MT 59601
Credentials
Series 66
Industry experience
13 years
April Cardoza is a financial advisor at Ashton Thomas Private Wealth with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including D.A. Davidson and Wells Fargo Advisor LLC. Outside of her advisory role, she owns Pickles Paints, a mobile painting business, and serves as a notary public assisting D.A. Davidson clients. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and family office services. The firm employs a range of investment strategies and operates the Amplify Platform to provide back-office support and access to various investment solutions.
Based on Ashton Thomas Private Wealth
Based on Ashton Thomas Private Wealth
Based on Ashton Thomas Private Wealth
Variable product model design and maintenance fees range from $1,200 to $1,500 per variable contract.
$0 - $2,000,000: Negotiable, up to 2.99% annually $2,000,000 - $10,000,000: 0.75% annually (Mill Street Small Cap Core Strategy) $10,000,000+: 0.70% annually (Mill Street Small Cap Core Strategy)
Certain representatives may receive commissions for securities and insurance products sold in their separate capacities; no advisory fee charged for assets sold on commission basis.
Financial planning and consulting fees negotiable but generally range from $150 to $1,000 per hour.
Account minimum: $2,000,000 Fee-only: Annual investment advisory fees up to 2.99% of assets under management, negotiable; standalone financial planning hourly fees generally range $150 to $1,000 per hour; variable product model design and maintenance fees $1,200 to $1,500 per variable contract.
825 Great Northern Blvd, Suite 201
Helena, MT 59601
Montana · Texas
Ashton Thomas Securities, LLC
2025 - Present (1 year)
Ashton Thomas Private Wealth, LLC
2023 - Present (3 years)
April Cardoza Notary Public
2023 - Present (3 years)
D.A. DAVIDSON & Co.
2023 - 2023 (1 year)
Pickles Paints
2022 - Present (4 years)
M. S. Howells & Co
2021 - 2023 (2 years)
Ashton Thomas Private Wealth, LLC
2021 - 2023 (2 years)
Wells Fargo Clearing
2016 - 2021 (5 years)
Wells Fargo Advisor LLC
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Helena, MT
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ChFC®, Series 66
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CFA®
Helena, MT
Investment Management Group
CFP®, CFA®
Helena, MT
Mission Wealth Management, LP
Series 66
Helena, MT
Ashton Thomas Private Wealth
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