Sophia Tsoupelis is a registered investment advisor at Ascent Wealth Partners, LLC, based in New Hartford, NY, with 2 years of industry experience. Sophia 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, High Net Worth, and 2 more. Their firm serves 1,024 clients with $1.3B 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 $1.0M | 1.15% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Location
89 Genesee Street, New Hartford, NY, 13413
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 →Employment History
Current Registrations
Ascent Wealth Partners, LLC
Previous Registrations
Strategic Financial Services
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.