Ascent Financial Advisors provides financial planning and investment management services to individuals, trusts, estates, and small businesses. Ascent offers both comprehensive financial planning on an hourly basis and investment management services where they make investment decisions for you. Ascent uses modern portfolio theory to manage investments, diversifying across different mutual fund companies.
Assets Under Management$48M
Clients30
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$48M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.75% |
| $1.5M+ | 0.60% |
These rates are for full investment management services. Limited investment management services are provided at 0.70% of assets under management with a $1,000 minimum annual fee. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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