Ascent Retirement Advisors

Fee-Only (% of Portfolio)

Ascent Retirement Advisors provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment plans and manage portfolios with discretionary authority. They also offer consulting services to pension and employee benefit plans, including guidance on investment objectives, asset allocation, and manager selection. Ascent generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.

Assets Under Management$44M
Clients91
Advisors2
Avg. per Client$480K
Avg. per Advisor$22M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

2 Advisors at this firm