Ricky Graves is a CFP-designated registered investment advisor at Ascendor Wealth, LLC, based in Wilmington, NC, with 17 years of industry experience. Ricky 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. Their firm serves 124 clients with $120M 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 | 0.25% |
| $1.0M - $3.0M | 0.20% |
| $3.0M - $5.0M | 0.15% |
| $5.0M - $10.0M | 0.10% |
| $10M+ | 0.05% |
Minimum quarterly fee of $500. Fees are negotiable based on client type, complexity, potential for deposits, relationship with advisor, and total assets under management.
Fee Estimator
Location
5700 Oleander Drive, Wilmington, NC, 28403
Get directionsHistory
Regulatory History (1)
Criminal
April 2006Other Business Activities
Ricky is the shareholder/president of Lord and Graves, Inc., Delia Management, Inc., and Wisdomcrest, Inc. He also manages rental properties and is an attorney at Graves May, PLLC, dedicating nearly full-time hours to his legal work.
Employment History
Current Registrations
Ascendor Wealth, LLC
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.