Ascension Financial is a fee-only investment advisor that creates and manages portfolios of exchange-traded securities. They work with clients to understand their financial needs, objectives, tax situation, and risk tolerance. Ascension Financial actively manages portfolios to adapt to market conditions and client lifestyle changes. Clients can impose reasonable investment restrictions and are contacted annually to review their financial situation.
Assets Under Management$72M
Clients96
Advisors4
Avg. per Client$750K
Avg. per Advisor$18M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.15% |
| $3M+ | 0.80% |
Fees are negotiable. $2,000 minimum annual fee applies.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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