Ascentis Wealth Management charges an annual fee based on total assets under management. The fee is up to 2.00% of all assets. This fee is negotiable depending on the client's needs and the complexity of their situation. The final fee schedule will be reflected in the advisory contract. Advisory fees are either based off the market value on the last day of the previous quarter or assessed quarterly based on the average daily value of the Portfolio assets over the previous calendar quarter. Clients may terminate the contract with thirty days’ written notice. There is no account minimum.
5001 Spring Valley Rd., Suite 810W, Dallas, TX, 75244
Get directionsMichael is an Investment Advisor Representative (IAR) at Castleview Partners, LLC, focusing on fee-based asset management, and spends full-time hours on this. Michael is also an insurance agent and President of ORG Partners, dedicating minimal time to the latter.