Sarah Brace is a registered investment advisor at Ascentis Independent Advisors, LLC, based in Torrance, CA, with 26 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 2,208 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ascentis Independent Advisors offers asset management and comprehensive portfolio management services. The maximum annual fee for these services is 2.00% of the value of your account, deducted quarterly in advance. Fees are negotiable. Ascentis may invest client assets in models created by affiliates, who could be compensated.
Location
3625 Del Amo Blvd, Ste 375, Torrance, CA, 90503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sarah volunteers at Huntington Hospital's gift shop and works as a notary public, dedicating minimal time to each. She also works in client services for ORG Partners DBA Tinker Capital, a registered investment advisor, nearly full-time.
Employment History
Current Registrations
Ascentis Independent Advisors, LLC
Previous Registrations
Org Partners
Purshe Kaplan Sterling InvestmentsBroker
Wealthshield Partners, LLC
Pension Architects Advisory Group, LLC
United Planners' Financial Services of America a Limited PartnerBroker
Bridge Advisory LLC
Nrp Financial, INC.Broker
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
Gateway Investment Services, INC.Broker
State Registrations1 state
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.