Ascent Wealth Partners provides wealth management services, including financial planning and investment portfolio management, to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. Ascent creates customized investment portfolios using individual stocks and bonds, mutual funds, and exchange-traded funds. Ascent also offers retirement plan advisory services to plan sponsors and participants.
Assets Under Management$1.3B
Clients1,024
Advisors13
Avg. per Client$1.3M
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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