Grysko James is a registered investment advisor at Ascend Wealth Advisors, LLC, based in Jacksonville Beach, FL, with 1 years of industry experience. Grysko operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee Estimator
Location
3560 3rd Street South, Jacksonville Beach, FL, 32250
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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
Ascend Wealth Advisors, LLC
State Registrations1 state
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