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David Belding

23 Years of Experience
Houston, TX

David Belding is a registered investment advisor at Ascension Capital Advisors, INC., based in Houston, TX, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 183 clients with $630M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
183 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$634.3M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.80%
$3.0M - $5.0M0.65%
$5M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4900 Woodway Drive, Suite 1150, Houston, TX, 77056

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ascension Capital Advisors, INC.
March 2018 - Present · 8 yrs 1 mo
Previous Registrations
Sage Harbor Advisors, INC.
January 2003 - March 2018 · 15 yrs 2 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
David Belding - Financial Advisor | TrueAdvisor