Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
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
Alisha is a licensed insurance agent since 2011, which is related to her investment advisor role. She is also a financial planner and spends a few hours per week on pro bono activities.