Ascend Wealth Advisors manages investment portfolios for individuals and high-net-worth individuals. They also consider managing money for corporate pension plans, charitable institutions, and endowments. Ascend manages accounts on a discretionary basis, investing in stocks, bonds, ETFs, and mutual funds. They do not provide financial planning, estate planning, insurance, or tax planning services.
Assets Under Management$31M
Clients73
Advisors1
Avg. per Client$430K
Avg. per Advisor$31M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.80% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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