Ascension Legacy Partners offers investment management, cash management, insurance, tax planning, retirement planning, group retirement plans, education funding, and estate planning. Ascension uses Focus Partners Advisor Solutions as its back-office support. The firm does not have discretionary authority over client accounts. Financial Implementation Plans are tailored to clients' values, life goals, and risk tolerance.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $20.0M | 0.63% |
| $20M+ | 0.50% |
Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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