Ascendor Wealth Fees & Minimum

Overview

Headquarters: Wilmington, NC
Total Firm Assets: $146 million
Average High-Net-Worth Client Portfolio Size: $2.9 million
Stated Minimum Account Size: $25,000

Fee Disclosure

Source: ASCENDOR WEALTH, LLC ADV 2A & 2B (2026-07-03) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$3,000,000	0.80%
$3,000,001	$5,000,000	0.60%
$5,000,001	$10,000,000	0.40%
$10,000,001	and above	0.20%

Stated Minimum Annual Fee: $2,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$38,000	0.76%
$10 million	$58,000	0.58%
$50 million	$138,000	0.28%
$100 million	$238,000	0.24%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 68.79%
Number of High-Net-Worth Clients: 34
Total Client Accounts: 402
Discretionary Accounts: 402

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 148969

ASCENDOR WEALTH, LLC ADV 2A & 2B (2026-07-03) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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