Ashton Royce & Co.

Ashton Royce & Co. provides fee‑based wealth management, discretionary asset management, and financial planning to individuals, small businesses, pensions, profit‑sharing plans, trusts, estates, and charitable organizations. Clients include a range of individual investors — retirees and professionals such as teachers, police officers, physicians, attorneys, and business owners — and the firm may engage third‑party money managers to implement client portfolios.

The firm typically documents client objectives in written investment policy or risk‑tolerance statements and accepts discretionary authority to manage accounts, applying fundamental, technical, and cyclical analysis with at least quarterly portfolio reviews. Financial planning is offered alongside investment management and is delivered in person, with clients receiving a tabbed planning binder that includes recommendations, a summary, and an implementation‑tracking page.

Ashton Royce discloses that it does not sell commission products such as insurance or annuities and does not receive external sales commissions, which distinguishes its fee‑focused model from advisors that combine advisory and insurance sales. The firm’s principal holds industry asset‑management and wealth‑management credentials, has an established public speaking and media record, and has documented an outside business interest in a solar‑related entity — characteristics that are less common for similarly sized advisory practices.