Ascend Financial LLC (AF) offers investment management and financial planning services. AF develops personalized investment plans based on client goals and manages portfolios on a discretionary basis. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. AF also offers educational seminars.
Assets Under Management$1.5M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.5M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Investment Management Services are only offered for clients utilizing Ongoing Comprehensive Financial Planning. Ongoing Comprehensive Financial Planning will be offered at no additional cost to clients who manage more than $1,000,000 in AUM with AF. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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