Ascendance Wealth, based in Franktown, Colorado, provides investment management and advisory services. Ascendance aims to maximize financial returns for clients through capital market strategies. Ascendance offers both discretionary (where they make trades without asking) and non-discretionary (where they need your approval first) portfolio management services. Investment advice is tailored to meet individual client needs and objectives.
Assets Under Management$2.2M
Clients7
Advisors1
Avg. per Client$320K
Avg. per Advisor$2.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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