Brandon Dembowiak is a CFP-designated registered investment advisor at Ascendor Wealth, LLC, based in Oak Ridge, NC, with 16 years of industry experience. Brandon 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
8006 Linville Road, Suite B, Oak Ridge, NC, 27130
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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
Brandon manages rental properties for Sicarius, LLC, Dormie, LLC, and Parlay Holdings, LLC. He also works as a consultant for Graves May, PLLC, spending minimal time on each activity.
Employment History
Current Registrations
Ascendor Wealth, LLC
State Registrations2 states
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