Michael Mansur
Michael Mansur is a CFP-designated registered investment advisor at Ascentis Wealth Management, LLC, based in Dallas, TX, with 27 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 245 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Location
5001 Spring Valley Rd, Suite 810W, Dallas, TX, 75244
Get directionsHistory
Regulatory History (2)
Regulatory
November 2001Employment Separation After Allegations
October 2001Other Business ActivitiesSells Insurance
Michael is an Investment Advisor Representative (IAR) at Castleview Partners, LLC, focusing on fee-based asset management, and spends full-time hours on this. Michael is also an insurance agent and President of ORG Partners, dedicating minimal time to the latter.
Employment History
Current Registrations
Ascentis Wealth Management, LLC
Previous Registrations
Org Partners
Castleview Advisory
Castleview Advisory
Castleview Advisory
Purshe Kaplan Sterling InvestmentsBroker
Castleview Partners, LLC
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Stanford Group Company
Stanford Group CompanyBroker
Morgan Stanley Dw INC.Broker
Morgan Stanley
Lord Abbett Distributor LLCBroker
State Registrations1 state
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.