Ascension Wealth offers investment advice to high net worth individuals, trusts, estates, and businesses. As a legally required to act in your best interest, Ascension Wealth creates customized investment strategies based on your goals, risk tolerance, and financial situation. They primarily use exchange-traded funds but may also use individual stocks, bonds, or real estate investment trusts. Ascension Wealth monitors your portfolio and may reallocate investments to diversify or meet your objectives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment advisory fees range up to 1.50% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. Fees may be negotiable.