Clay Anderson is a CFA-designated registered investment advisor at Ascendance Wealth, based in Franktown, CO, with 18 years of industry experience. Clay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $2.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
Franktown, CO
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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.
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Clay is involved in a family agricultural operation, primarily caring for livestock, dedicating a few hours per week. Additionally, since 2015, Clay has occasionally participated in short-term projects for business clients, using his CFA knowledge, potentially spending up to 10 hours per week when contracted.
Employment History
Current Registrations
Ascendance Wealth
Previous Registrations
Money Professionals, LLC
State Registrations1 state
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