Kory Swekla is a CFA-designated registered investment advisor at Ascension Wealth Partners, LLC, based in Pleasant Hill, CA, with 25 years of industry experience. Kory 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 40 clients with $140M 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 | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are calculated quarterly. All advisory fees are negotiable.
Fee Estimator
Location
391 Taylor Boulevard, Suite 125, Pleasant Hill, CA, 94523
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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 →Employment History
Current Registrations
Ascension Wealth Partners, LLC
Previous Registrations
Equius Partners, INC.
Stein Roe Investment Counsel, INC.
State Registrations1 state
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