Ascent Fintech offers investment management services where they review your financial situation to create a suitable investment strategy. They also provide project-based financial planning, covering topics like retirement, taxes, and estate planning. Ascent also offers retirement plan services to businesses, acting as a consultant or fiduciary advisor. Ascent does not sponsor any wrap fee programs.
Assets Under Management$3.4M
Clients39
Advisors1
Avg. per Client$88K
Avg. per Advisor$3.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The fee structure for passively managed assets is a flat 0.65% annual fee. The annual asset-based fees for both active and passive investment management are negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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