Jared Holt is a registered investment advisor at Ascent Advisors, based in Buffalo, MN, with 10 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 171 clients with $110M 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 | 1.50% |
Portfolio management fees are negotiable and generally do not exceed 1.50% annually.
Fee Estimator
Location
Buffalo, MN
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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 →Other Business ActivitiesSells Insurance
Jared is the CEO of Ascent Financial, an insurance and consulting firm, since 2015. He spends about 10-20% of his time on this, including a few hours per week during trading hours, doing insurance and consulting work.
Employment History
Current Registrations
Ascent Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Triad Advisors, LLC
Triad Advisors LLCBroker
Gradient Wealth Management
Gradient Securities, LLCBroker
Harbour Investments, INC.
Harbour Investments, INC.Broker
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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