Ascension Wealth Partners provides investment management services on a discretionary basis. They work with individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, and various business entities. Ascension meets with clients to determine their investment objectives, risk tolerance, and timeline, then constructs and manages portfolios using mutual funds, exchange traded funds, stocks, and bonds.
Assets Under Management$140M
Clients40
Advisors2
Avg. per Client$3.4M
Avg. per Advisor$68M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are calculated quarterly. All advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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