Ascendor Wealth offers wealth management services, including financial planning and investment management. Financial planning involves analyzing a client's financial situation and objectives to develop a strategy for managing income, assets, and liabilities. Ascendor participates in SEI Investments Management Corporation’s Sub-Advised Program for asset management. They also offer retirement plan services to plan sponsors and participants.
Assets Under Management$120M
Clients124
Advisors7
Avg. per Client$940K
Avg. per Advisor$17M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.25% |
| $1.0M - $3.0M | 0.20% |
| $3.0M - $5.0M | 0.15% |
| $5.0M - $10.0M | 0.10% |
| $10M+ | 0.05% |
Minimum quarterly fee of $500. Fees are negotiable based on client type, complexity, potential for deposits, relationship with advisor, and total assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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