Douglas Wood is a CFP-designated registered investment advisor at Ascentis Asset Management, LLC, based in Dallas, TX, with 2 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Ascentis Wealth Management provides sub-advisory investment management and portfolio modeling services to other investment advisors. Because Ascentis operates entirely as a business-to-business sub-advisor and does not directly manage accounts for individual retail investors, it does not charge investment management fees directly to individual clients. Instead, Ascentis receives a share of the fees collected by the primary investment advisor from the underlying clients. These fees will not exceed 0.60% annually and are generally negotiable.
Location
5001 Spring Valley Rd, Suite 810W, Dallas, TX, 75244
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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
Ascentis Asset Management, LLC
Ascentis Wealth Management, LLC
Previous Registrations
Org Partners Asset Management
Org Partners
State Registrations1 state
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Exams
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