Ascending Assets LLC (AAL) provides ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. AAL creates an Investment Policy Statement outlining the client’s current situation and constructs a plan to select a suitable portfolio. AAL generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, and treasury inflation protected/inflation linked bonds. AAL requests discretionary authority to execute transactions without prior client permission.
Assets Under Management$1.2M
Clients14
Advisors1
Avg. per Client$87K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:$500
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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