Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.60% |
Fees are negotiable.
Fee Estimator
Ascentis receives a share of the fees the primary investment adviser collects from its underlying clients. The fees received by Ascentis will not exceed .60% annually. These fees are generally negotiable. The primary advisers may request that Ascentis advisory fees be withdrawn from the underlying client accounts through the Platform or the investment adviser may be invoiced for such fees.
Areas of Practice
Advisor Information
Office location
5001 Spring Valley Rd, Suite 810W, Dallas, TX, 75244
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kimberly is a licensed insurance agent selling insurance products, dedicating minimal time to this activity. She is also an independent wine consultant, spending a few hours per week on this endeavor, and is involved with Sanders, Morris, Harris, ORG Wealth Partner, and ORG Asset Management.