The Ascent Group (TAG) provides financial planning, consulting, and investment management services. Financial planning can be comprehensive or focus on specific issues like retirement, investments, estate, insurance, tax, and education. TAG manages investment portfolios, allocating assets among mutual funds, exchange-traded funds (ETFs), individual securities, and independent investment managers. TAG also offers retirement plan consulting services to qualified employee benefit plans.
Fee Structure
TAG offers investment management services for an annual fee that can be up to 1.75% of the value of your portfolio. The exact percentage depends on the size and composition of your portfolio, the services you receive, and who provides the services. This fee is split between TAG, independent managers (if used), and the advisor. When using independent managers, TAG generally follows their billing procedures.