Ascension Advisors is a registered investment advisor founded in 2025 and based in Scottsdale, Arizona. Wholly owned by Marcus Waddell, Ascension Advisors offers personalized investment management and comprehensive portfolio management, which combines ongoing investment oversight with customized financial planning. The firm also provides standalone financial planning and consulting covering retirement, estate, tax strategies, and other personal financial topics. Ascension Advisors tailors its strategies to each client's risk tolerance, goals, and time horizons using a range of analysis methods, including fundamental, technical, and quantitative analysis. Portfolios are managed on a discretionary basis, meaning Ascension Advisors makes trades on the client's behalf without requiring prior approval for each transaction.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee will not exceed 1.00%. Fees are negotiable and billed quarterly in arrears.