Advisor at Ashton Thomas Private Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ashton Thomas Private Wealth
Location
Portland, OR 97225
Credentials
CFA®, Series 63
Industry experience
18 years
Gaylord Lyman is a CFA® charterholder with 17 years of industry experience. He has worked at Ashton Thomas Private Wealth since 2023, following six years at Affinity Investment Advisors and five years at Kohala Capital Partners. Outside of his advisory role, he serves as an independent trustee for a family of mutual funds and provides strategic advisory services to a creative media agency. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and operating the Amplify Platform for model design and program manager access.
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.
4802 #B Sw Scholls Ferry Road
Portland, OR 97225
Oregon
Ashton Thomas Private Wealth, LLC
2023 - Present (3 years)
Affinity Investment Advisors, LLC
2017 - 2023 (6 years)
Kohala Capital Partners, Llc
2011 - 2016 (5 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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