Ascension Advisors offers investment advisory services, including asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning and consulting. The firm tailors investment advice to asset management and comprehensive portfolio management clients. They also offer optional educational seminars. As a fiduciary, Ascension Advisors is legally required to act in the client’s best interest.
Assets Under Management$17M
Clients16
Advisors1
Avg. per Client$1M
Avg. per Advisor$17M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The maximum annual fee charged for asset management and comprehensive portfolio management services will not exceed 1.00%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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