Ascent Capital Management, INC.

Fee-Only (% of Portfolio)

Ascent Capital Management focuses on managing investment portfolios for wealthy individuals and corporations. Ascent creates portfolios comprised of equities, fixed income securities, or a mix of both. Ascent focuses on industries with a leadership position that it believes will benefit from the current economic environment. Ascent's market and stock surveillance is continual, and actions are taken when warranted based on each holding’s characteristics.

Assets Under Management$4.2M
Clients9
Advisors1
Avg. per Client$470K
Avg. per Advisor$4.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Portfolio management fees are not negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Location

1 Advisors at this firm

Ascent Capital Management, INC. | TrueAdvisor