Ascension Wealth Advisors offers investment management, either with or without discretionary authority, and financial planning services. Investment strategies are tailored to individual client goals, risk tolerance, and time horizons. Financial planning covers wills, estate plans, investments, taxes, retirement income, social security, business planning, and college planning.
Assets Under Management$25M
Clients61
Advisors1
Avg. per Client$420K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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