Ascent Wealth Management offers financial planning services covering cash flow, education funding, retirement, risk management, estate, and tax planning. They also provide ongoing portfolio management services, tailoring investment strategies to client risk profiles and goals. Ascent manages investments on a discretionary or non-discretionary basis.
Assets Under Management$54M
Clients60
Advisors1
Avg. per Client$900K
Avg. per Advisor$54M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees may be waived or discounted for associates of the advisory firm and their family members, as well as preexisting relationships.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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