Rand Borresen is a CFP-designated registered investment advisor at Ascend Financial Advisers, INC, based in Irvine, CA, with 25 years of industry experience. Rand operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 43 clients with $28M 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 $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.75% |
All fees are subject to negotiation.
Fee Estimator
Location
100 Pacifica, Suite 370, Irvine, CA, 92618
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Rand is an attorney at law since 1988, dedicating approximately 60 hours per month to this non-investment related activity. He does not spend any time on this during securities trading hours.
Employment History
Current Registrations
Ascend Financial Advisers, INC
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.