Assets Under Management
$415.8M
Number of Clients
137
Number of Advisors
5
Average Client AUM
$3.0M
AUM per Advisor
$83.2M
Compensation
Fee-Only (AUM)
Ascentis Wealth Management offers ongoing portfolio management services based on individual client goals and risk tolerance. They participate in wrap fee programs, charging one fee that covers transaction costs. Clients are responsible for custodial fees and fund expenses. Fees are negotiable and paid quarterly in advance.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.02% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
5001 Spring Valley Rd, Suite 810W, Dallas, TX, 75244