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Updated September 28, 2026. Quick answer: For its core individual advisory relationships, Ashton Thomas Private Wealth’s brochure states no minimum account size at all; Item 7 (Types of Clients) simply lists the kinds of clients the firm serves without naming any asset threshold. The only dollar floors disclosed anywhere in the document apply to narrower, non-primary services: a $2,000,000 account minimum for the firm’s Mill Street Institutional Small Cap Core Strategy, and a $10,000-a-year minimum fee for its ERISA plan-fiduciary services.
The minimum, in the firm’s own words
For its core individual advisory relationships, Ashton Thomas Private Wealth’s brochure states no minimum account size at all; Item 7 (Types of Clients) simply lists the kinds of clients the firm serves without naming any asset threshold. The only dollar floors disclosed anywhere in the document apply to narrower, non-primary services: a $2,000,000 account minimum for the firm’s Mill Street Institutional Small Cap Core Strategy, and a $10,000-a-year minimum fee for its ERISA plan-fiduciary services.
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| core advisory relationship (Amplify Platform) | No stated minimum for core advisory services | Varies with account size | No stated waiver |
| Source: Form ADV Part 2A, Firm Brochure, March 31, 2026 | |||
Ashton Thomas Private Wealth’s own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $7,475 |
| $500,000 | $14,950 |
| $1,000,000 | $29,900 |
| $2,000,000 | $59,800 |
What else to know
Ashton Thomas’ Mill Street Investment Partners Small Cap Core Strategy carries its own $2,000,000 account minimum, and its ERISA Investment Fiduciary Services carry a separate $10,000-a-year minimum fee; neither is the figure a typical individual wealth-management client would face, so neither is priced here.
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Ashton Thomas Private Wealth’s own published fee schedule runs up to $14,950 a year (the published maximum, which the firm says is negotiable); see the full dollar breakdown from Ashton Thomas Private Wealth’s own fee disclosure across several account sizes.
Comparing minimums across firms? See what it takes to open an account with Coastal Bridge Advisors.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Form ADV Part 2A, Firm Brochure (March 31, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037300
- SEC Investment Adviser Public Disclosure, Ashton Thomas Private Wealth, LLC (CRD #153902): https://adviserinfo.sec.gov/firm/summary/153902
- Ashton Thomas Private Wealth, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/153902/PDF/153902.pdf
Methodology. This page was built September 28, 2026, quoting directly from Ashton Thomas Private Wealth’s own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.