Ascension Capital Advisors (ACA) offers investment management, retirement plan consulting, and financial planning services. For investment management, ACA manages client accounts on a discretionary basis, typically using bonds, mutual funds, and exchange-traded funds. ACA also engages third-party money managers. Financial planning covers investment and non-investment matters, cash flow, retirement, estate, and insurance planning. ACA may recommend other professionals for implementation, but clients are not obligated to use them.
Assets Under Management$630M
Clients183
Advisors8
Avg. per Client$3.5M
Avg. per Advisor$79M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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