Ascend Interplay offers non-discretionary portfolio management services tailored to clients' needs. Clients must approve all transactions. They also provide travel planning assistance at no extra cost. Clients can book travel themselves or have Ascend Interplay's team manage bookings, with a contractor potentially receiving compensation from service providers. Ascend Interplay may refer clients to affiliated accountants, attorneys, or other specialists.
Assets Under Management$250M
Clients16
Advisors7
Avg. per Client$16M
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$25M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.00% |
| $25.0M - $50.0M | 0.70% |
| $50.0M - $100.0M | 0.65% |
| $100.0M - $250.0M | 0.55% |
| $250M+ | 0.50% |
Fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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