WT
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William Thomas
22 Years of Experience
Mt. Pleasant, SC
1 Disclosure
William Thomas is a registered investment advisor at Ascension Wealth Advisors, LLC, based in Mt. Pleasant, SC, with 22 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 61 clients with $25M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
61 clients
Average Client Portfolio
$417K average
Assets Under Management
$25.4M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1671 Belle Isle Ave, Suite 110V, Mt. Pleasant, SC, 29464
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
August 2002Employment History
Current Registrations
Ascension Wealth Advisors, LLC
August 2010 - Present · 15 yrs 9 mos
Previous Registrations
Frontier Financial Partners, LLC
August 2005 - December 2010 · 5 yrs 4 mos
Next Financial Group, INC.
January 2004 - August 2005 · 1 yr 7 mos
State Registrations3 states
SCTNTX
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.