Stephanie Loeffel is a CFP-designated registered investment advisor at Ascend Financial, based in Scituate, MA, with 2 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 7 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Investment Management Services are only offered for clients utilizing Ongoing Comprehensive Financial Planning. Ongoing Comprehensive Financial Planning will be offered at no additional cost to clients who manage more than $1,000,000 in AUM with AF. Fees are negotiable.
Fee Estimator
Contact
Stephanie Loeffel
Location
Scituate, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ascend Financial
State Registrations1 state
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