Ascensus Investment Advisors, LLC provides investment management, oversight, and consulting services exclusively to state government administrators for qualified tuition programs, disability savings programs, and state-facilitated retirement plans. Ascensus Investment Advisors operates as a subsidiary of Ascensus, LLC and does not manage individual retail client accounts or provide personal financial planning services to the general public. Instead, the firm helps state administrators design investment lineups, select and monitor underlying investment managers using a proprietary research process, and manage portfolios such as age-based options, target date funds, and risk-based asset allocations. Because the firm focuses entirely on institutional government plans and state administrators rather than individual investors, all fee fields and individual service offerings are not applicable.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.