Ascendant Capital Management (ACM) offers portfolio evaluation and creates tailored investment strategies for clients, using stocks, bonds, ETFs, options, and mutual funds. ACM also directs clients to third-party investment advisors. Client investment strategies depend on their financial situation and risk tolerance. Clients can impose restrictions on investments, but ACM reserves the right to end the relationship if restrictions hinder service.
Assets Under Management$56M
Clients119
Advisors2
Avg. per Client$470K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
The fees listed are for ACM only. Axxcess charges an additional 0.15%. For legacy clients on the Matson platform, Matson charges an additional fee of 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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