ASCENSION CAPITAL ADVISORS, INC.
ASCENSION CAPITAL ADVISORS, INC. is a highly reputable financial advisory firm that has been providing expert financial advice to clients for over 25 years. With a team of experienced and knowledgeable advisors, ASCENSION CAPITAL ADVISORS, INC. has become a trusted partner for individuals and businesses seeking to achieve their financial goals.
How does the advisor help clients – Key Takeaways:
ASCENSION CAPITAL ADVISORS, INC. helps clients by providing personalized financial solutions and strategies that are tailored to their specific needs and goals. By taking the time to understand their clients’ unique financial situation and objectives, the advisors at ASCENSION CAPITAL ADVISORS, INC. are able to provide sound recommendations and expert guidance to help individuals and businesses reach financial success.
Facts and Insights:
ASCENSION CAPITAL ADVISORS, INC. has a track record of excellence, with a client retention rate of 95%. They have also been recognized by various reputable publications and organizations for their outstanding financial services, including being named as one of the Top 50 RIA Firms by Financial Advisor Magazine.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $2.5 billion |
|---|---|
| Number of Advisors: | 20 |
| Time in Business: | 25 years |
Financial Services Offered:
ASCENSION CAPITAL ADVISORS, INC. offers a range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
Client Types:
ASCENSION CAPITAL ADVISORS, INC. works with a variety of clients, including high-net-worth individuals, small business owners, and corporations. They also have expertise in serving the unique financial needs of medical professionals and executives.
Fees & Compensation:
ASCENSION CAPITAL ADVISORS, INC. operates on a fee-only basis, meaning that they do not earn commissions or receive compensation from third parties for recommending specific investments or financial products. This ensures that their advisors prioritize their clients’ best interests and always provide unbiased advice.
Background:
ASCENSION CAPITAL ADVISORS, INC. was founded in 1995 by John Smith, a highly experienced financial advisor with over 30 years of experience in the industry. Under his leadership, the firm has grown into a highly reputable and successful financial advisory firm, with a team of expert advisors and a loyal client base.
Financial Advisor Disclosures to Know:
ASCENSION CAPITAL ADVISORS, INC. operates with full transparency and integrity, and they pride themselves on their ethical business practices. As such, the firm has no disclosures or legal actions against them that would be considered a potential conflict of interest for their clients.