Ascension Wealth Advisors manages investment portfolios and provides personalized financial planning and consulting for individuals, high-net-worth clients, trusts, estates, and businesses. Ascension Wealth Advisors offers both discretionary and non-discretionary investment management, building tailored portfolios based on each client's specific goals, time horizon, and risk tolerance. The firm also manages held-away accounts like workplace retirement plans using a specialized platform. For financial planning, Ascension Wealth Advisors reviews comprehensive topics such as estate planning, investments, taxes, retirement income, insurance, and business planning. The firm operates with a client-first approach, requiring no minimum investment for certain relationships while maintaining a standard account minimum of $50,000.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fee is charged quarterly in advance and will not exceed 1.25%. Fees may be negotiable.