Kristina Hoard is a registered investment advisor at The Ascent Group, LLC, based in Virginia Beach, VA, with 16 years of industry experience. Kristina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,292 clients with $4.8B 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 | 1.75% |
Maximum annual fee is up to 1.75% of assets under management. Fees are negotiable based on factors such as account size, composition, and anticipated future assets.
Fee Estimator
Location
192 Ballard Court, Suite 400, Virginia Beach, VA, 23462
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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 →Employment History
Current Registrations
The Ascent Group, LLC
Alera Investment Advisors, LLC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Empower Financial Services, INC.Broker
American Funds Distributors, INC.Broker
T. Rowe Price Investment Services, INC.Broker
Profunds Distributors, INC.Broker
Cole Capital CorporationBroker
Jackson National Life Distributors LLCBroker
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.
Exams
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