Ulrike Devoto is a CFP-designated registered investment advisor at Ascent Financial Advisors, based in Porland, OR, with 15 years of industry experience. Ulrike operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 30 clients with $48M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.75% |
| $1.5M+ | 0.60% |
These rates are for full investment management services. Limited investment management services are provided at 0.70% of assets under management with a $1,000 minimum annual fee. Fees are negotiable.
Fee Estimator
Location
Porland, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ascent Financial Advisors
State Registrations1 state
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