Darcy Wride is a registered investment advisor at Ascend Investment Partners, based in Ogden, UT, with 33 years of industry experience. Darcy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 961 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Program fees are paid to the custodian and a portion is paid to Ascend Investment Partners, not to exceed 2.50% of assets.
Fee Estimator
Location
2225 Washington Blvd., Suite 110, Ogden, UT, 84401
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2005Other Business Activities
Darcy is a 25% member of Three Six Six Mike Echo, LLC, formed to manage airplane ownership and hangar administration, and a 50% member of Haydar Properties, LLC, formed to own office building shares, airplane hangar shares, and airplanes. Both activities require minimal time and the latter is investment-related.
Employment History
Current Registrations
Ascend Investment Partners
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
First Union Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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