Kevin May is a registered investment advisor at Ascendor Wealth, LLC, based in Wilmington, NC, with 11 years of industry experience. Kevin 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
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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
Kevin is a rental property manager for Sicarius LLC, Dormie LLC, and Parlay Holdings, and a landlord. He is also an attorney partner at Graves May, PLLC, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Ascendor Wealth, LLC
State Registrations1 state
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