Charles Armendarez is a CFA-designated registered investment advisor at Ascendant Capital Management, based in Brea, CA, with 6 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 119 clients with $56M 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 | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
The fees listed are for ACM only. Axxcess charges an additional 0.15%. For legacy clients on the Matson platform, Matson charges an additional fee of 0.50%.
Fee Estimator
Location
210 W. Birch Street, Ste 208, Brea, CA, 92821
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Charles is a 10% owner and manager of One Source Capital Group, a commercial loan financing business, since 2017. He dedicates full-time hours to this activity, with minimal time spent during trading hours.
Employment History
Current Registrations
Ascendant Capital Management
State Registrations1 state
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