The Ascent Group manages investment portfolios and provides personalized financial planning and consulting services for individuals, high-net-worth families, trusts, estates, and businesses. The firm builds tailored investment strategies using mutual funds, exchange-traded funds, individual stocks and bonds, and independent third-party asset managers. Clients can choose from several program options, including digital advice platforms, custom indexing, direct indexing, and model portfolios. In addition to managing investments, the firm offers comprehensive and project-based financial planning covering retirement, taxes, estate planning, employee benefits, business succession, and insurance analysis. The Ascent Group operates as a registered investment advisor owned by Alera Group, serving clients through a network of local advisory offices.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum annual fee is up to 1.75% of assets under management. Fees are negotiable based on factors such as account size, composition, and anticipated future assets.