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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.