Ascentis Wealth Management provides personalized investment management and financial planning services for individuals, high net worth clients, families, and businesses. The firm offers both discretionary and non-discretionary portfolio management, tailoring strategies to each client's specific investment goals and risk tolerance. In addition to managing investments, Ascentis Wealth Management provides comprehensive financial planning covering retirement, tax strategies, estate planning, insurance needs, cash flow, and education funding. The firm also assists institutional retirement plans and plan sponsors with investment consulting. Ascentis Wealth Management works with a network of qualified custodians and utilizes various investment strategies, including long-term and short-term purchases, trading, and options, while maintaining a focus on aligning portfolios with client objectives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are up to 2.00% annually and are negotiable based on factors such as account size, composition, and future earning capacity.