Ascent Wealth Management provides personalized financial planning and ongoing investment management services for individuals and high net worth individuals. The firm creates customized financial plans covering cash flow and budgeting, college education funding, retirement planning, risk management, tax planning strategies, estate planning and charitable giving, and divorce planning. For portfolio management, Ascent Wealth Management builds customized portfolios utilizing modern portfolio theory and active portfolio management strategies, investing through mutual funds, exchange-traded funds, individual stocks, and bonds. The firm operates on a discretionary or nondiscretionary basis depending on client preference. Ascent Wealth Management does not have a minimum account size requirement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Accounts for the same individual or household are aggregated for fee discounting. Fees are typically waived or discounted for firm associates, their family members, and preexisting relationships.