Ascend Investment Partners provides discretionary and non-discretionary investment advisory services, retirement plan consulting for employer plans, and financial planning. The firm manages investment accounts through wrap fee programs using third-party custodians such as First Clearing, Trade-PMR, and Altruist. Ascend Investment Partners tailors its advisory services to individual client objectives, risk tolerances, and time horizons, while offering clients the opportunity to place reasonable restrictions on portfolio investments.
Assets Under Management$660M
Clients961
Advisors5
Avg. per Client$690K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Program fees are paid to the custodian and a portion is paid to Ascend Investment Partners, not to exceed 2.50% of assets.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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