Ascent Capital Partners offers investment advice, financial planning, and family office services. They create customized investment strategies for individuals, high-net-worth individuals, and private funds. Ascent's services include investment planning, retirement planning, and family office management. They may recommend investments in Ascent-managed funds or alternative investments. Ascent does not manage or place client assets into a wrap fee program.
Assets Under Management$200M
Clients61
Advisors7
Avg. per Client$3.2M
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$2.5M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.15% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees may be negotiable at the discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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