Advisor at Ashton Thomas Private Wealth
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Firm
Ashton Thomas Private Wealth
Location
Helena, MT 59601
Credentials
Series 66
Industry experience
22 years
Deanna Tierney is a financial advisor with Ashton Thomas Private Wealth in Helena, MT, holding a Series 66 designation and 22 years of industry experience. Her prior roles include positions at Wells Fargo Bank, N.A., Wells Fargo Advisors LLC, and M. S. HOWELLS & Co. She also serves as a Senior Private Client Banking Consultant, working with investment clients on advanced banking needs. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, using a range of investment strategies and proprietary platforms.
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.
Helena, MT 59601
Montana
Ashton Thomas Securities, LLC
2024 - Present (2 years)
Ashton Thomas Private Wealth, LLC
2022 - Present (4 years)
M. S. HOWELLS & cO.
2022 - 2024 (2 years)
Wells Fargo Clearing
2016 - 2022 (6 years)
WELLS FARGO ADVISORS LLC
2011 - 2016 (5 years)
Wells fargo Bank, N.A.
2000 - 2022 (22 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.
CFP®, Series 63
Helena, MT
Opulence Planning
Series 65
Helena, MT
Investment Management Group
ChFC®, Series 66
Helena, MT
Investment Management Group
CFA®
Helena, MT
Investment Management Group
Series 66
Helena, MT
Ashton Thomas Private Wealth
CFP®, CFA®
Helena, MT
Mission Wealth Management, LP
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