Ashton Thomas Securities, LLC logo

Ashton Thomas Securities, LLC

Updated today

Total assets under management

$1,717,957,312

Total clients

2,599

0% high-net worth

Total advisors

48

of 75 employees

Firm size

Multi Team

Average clients per advisor

54

Average account size

$661,007

Client services

Financial planning Portfolio management Pension consulting

Fee options

Fixed

Variable Product Model Design and Maintenance fees range from $1,200 to $1,500 per variable contract, paid quarterly or monthly.

Percentage

Up to 2.99% annually (negotiable, varies by program and asset level)

Commissions

Clients may engage representatives as registered representatives for commission-based transactions separate from advisory fees.

Project-based

Financial planning and consulting fees generally range from $150 to $1,000 per hour, negotiable.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Ashton Thomas Securities, LLC

200 Canal View Blvd., Suite 204

Rochester NY 14623, United States

Number of offices

7

Warmer team member

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