Reagan Brittain is a registered investment advisor at Ascendant Capital Research, LTD., based in Waxhaw, NC, with 3 years of industry experience. Reagan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 22 clients with $30M 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 $2.0M | 0.65% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.35% |
Schedule reflects the Personal Portfolio Management service. The separately managed account service has a separate fee schedule starting at 0.85% for balances up to $1M, dropping to 0.65% for $1M-$2M, 0.50% for $2M-$4M, and 0.35% for balances above $4M.
Fee Estimator
Location
Waxhaw, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ascendant Capital Research, LTD.
State Registrations1 state
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Exams
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