Thomas Teal is a CFP-designated registered investment advisor at Digital Ascension Group - Wealth, based in Anchorage, KY, with 7 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,551 clients with $560M 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 $5.0M | 2.00% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Separate schedules apply for digital assets and traditional assets. The digital asset schedule is listed above. Traditional assets are charged 0.75% for $5M or less, 0.50% for $5M to $10M, and 0.40% over $10M. Fees may be negotiable.
Fee Estimator
Location
Anchorage, KY
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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
Digital Ascension Group - Wealth
Previous Registrations
Centerline Wealth Advisors, LLC
The Gleason Group, INC.
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations23 states
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