MM
CFP

Michael Peter Mansur

27 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
5 advisors
Number of Clients
137 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$415.8M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

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.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

5001 Spring Valley Rd., Suite 810W, Dallas, TX, 75244

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Regulatory History (2)
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Regulatory
November 2001
Final
Employment Separation After Allegations
October 2001
Other Business ActivitiesSells Insurance

Michael 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.

Employment History
Current Registrations
Ascentis Wealth Management, LLC
July 2024 - Present · 1 yr 6 mos
Org Partners
May 2021 - Present · 4 yrs 8 mos
Previous Registrations
Castleview Advisory
January 2019 - December 2019 · 11 mos
Castleview Advisory
March 2018 - December 2018 · 9 mos
Castleview Advisory
March 2016 - December 2017 · 1 yr 9 mos
Purshe Kaplan Sterling InvestmentsBroker
October 2015 - January 2016 · 3 mos
Castleview Partners, LLC
October 2015 - December 2021 · 6 yrs 2 mos
Stifel, Nicolaus & Company, Incorporated
March 2009 - October 2015 · 6 yrs 7 mos
Stifel, Nicolaus & Company, Incorporated Broker
March 2009 - October 2015 · 6 yrs 7 mos
Stanford Group Company
November 2006 - March 2009 · 2 yrs 4 mos
Stanford Group CompanyBroker
November 2006 - March 2009 · 2 yrs 4 mos
Morgan Stanley Dw INC.Broker
February 2002 - November 2006 · 4 yrs 9 mos
Morgan Stanley
February 2002 - November 2006 · 4 yrs 9 mos
Lord Abbett Distributor LLCBroker
April 1998 - November 2001 · 3 yrs 7 mos
State Registrations3 states
INLATX
Advisor
Exams
No exam information available for this advisor.