Ascend Investment Management provides personalized financial planning and investment management services. This includes determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, estate planning, and mortgage analysis. Ascend Investment Management may use subadvisors to manage client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Annual fee may be negotiable depending on the types of investments and degree of involvement required for client’s circumstances. Accounts within the same household may be combined for a reduced fee. Ascend Investment Management also uses subadvisors, and the total combined fee for Ascend Investment Management and the subadvisor will not exceed 2.00% annually. Fees for models managed by subadvisors are 0.50%.