Final Ascent Wealth Advisors offers portfolio management services based on individual client goals and risk tolerance. They create investment plans and manage client portfolios with discretionary authority. They also offer financial planning services covering areas like investment planning, insurance, tax concerns, retirement, and college planning.
Assets Under Management$65M
Clients21
Advisors2
Avg. per Client$3.1M
Avg. per Advisor$33M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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