Ascend Financial Advisers provides financial planning and investment management services to individuals, families, and related entities. They help clients define financial objectives and develop strategies to reach them, including cash flow management, tax planning, risk review, investment management, divorce planning, education funding, retirement planning, and estate planning. Ascend Financial Advisers is compensated solely by client fees and does not receive commissions.
Assets Under Management$28M
Clients43
Advisors1
Avg. per Client$650K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.75% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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