Ascentis Wealth Management offers financial planning and investment management services tailored to each client's needs. They help clients with financial goal setting, tax planning, retirement planning, and estate planning. Ascentis can manage investments directly or recommend third-party money managers. Clients can place reasonable restrictions on their accounts. Ascentis also provides limited services for non-discretionary assets, where the client makes all decisions.
Assets Under Management$560M
Clients245
Advisors6
Avg. per Client$2.3M
Avg. per Advisor$93M
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 | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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