Stephen Gegg is a registered investment advisor at Ascensus Investment Advisors, LLC, based in Lititz, PA, with 12 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27 clients with $13B in assets under management.
Compensation
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Fee Structure
AIA provides investment advisory services to State Administrators for government savings plans. The fee paid to AIA and its affiliates is based on a percentage of the value of the underlying Plan assets under administration by the Firm. This fee includes AIA’s advisory services as well as other services provided by the Firm and/or its affiliates, including recordkeeping and program administration services. Fees are generally calculated on a daily basis and are due monthly in arrears via direct invoice or automatic deduction from an account held on behalf of the State Administrator.
Location
Lititz, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ascensus Investment Advisors, LLC
Previous Registrations
Bb&t Institutional Investment Advisers, INC.
Valley Forge Asset Management, LLC
State Registrations1 state
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