Douglas Michael Wood

Golden State Asset Management

1 Year of Experience

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Firm Information

Golden State Asset Management

Compensation

Fee-Only (AUM)

Number of Advisors

11 advisors

Number of Clients

1,883 clients

Average Client Portfolio

$297K average

Assets Under Management

$559.3M

Fee Structure

Financial Planning:Investment management only

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	0.60%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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 The primary advisers may request that Ascentis advisory fees be withdrawn from the underlying client accounts through the Platform or the investment adviser may be invoiced for such fees.

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Areas of Practice

Investment Management

Advisor Information

Office location

5001 Spring Valley Rd, Ste 810W, Dallas, TX, 75244

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Regulatory History

Clean regulatory record

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.