Ascent Financial Advisors is an independent registered investment advisor based in Portland, Oregon. The firm offers comprehensive investment management and financial planning services for individuals, trusts, estates, and small businesses. Investment management services are offered through two levels: full management, which includes a customized portfolio designed around modern portfolio theory, and limited management. Ascent Financial Advisors also provides hourly financial planning consultations covering various aspects of a client's financial life. The firm operates with a fee-only structure and does not accept commissions or referral fees, ensuring objectivity in managing client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.75% |
| $1.5M+ | 0.60% |
Rates apply to full investment management. Limited investment management is available at a flat 0.70% of assets with a $1,000 annual minimum. Fees are negotiable.