Ascendant Capital Research provides investment management and investment consulting services to individuals. Investment management includes personal portfolio management using a total portfolio approach and separately managed accounts. Investment consulting includes portfolio review and wealth building consultations. Dr. Crawford, the Chief Investment Officer, combines his academic background with investment experience.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.65% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.35% |
This fee schedule is for Personal Portfolio Management. Separately Managed Accounts have a different fee schedule: On balances to $1,000,000: 0.85%; On balances from $1,000,000 to $2,000,000: 0.65%; On balances from $2,000,000 to $4,000,000: 0.50%; On balances above $4,000,000: 0.35%. Legacy clients may have an earlier fee schedule. Fees are not negotiable.