Connie Costanzo
Connie Costanzo is a registered investment advisor at Ascend Wealth Management, based in Brunswick, OH, with 5 years of industry experience. Connie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Ascend Wealth Management's fee for ongoing portfolio management is typically 1% annually, billed monthly. For SEP, Simple IRA, and 401(k) management, the annual fee ranges from 0.5% to 1%. These fees are negotiable for larger portfolios (over $1 million) or based on the complexity of services. Additional fees apply when using unaffiliated investment platforms, but the total fee will not exceed 2%.
Location
Brunswick, OH
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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
Connie is an independently licensed insurance agent working from the Investment Adviser's office since 2020. This activity takes a few hours per week.
Employment History
Current Registrations
Ascend Wealth Management
Previous Registrations
Westpoint Wealth Management, LLC
Edward Jones
Edward JonesBroker
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.