Ascent Wealth Management Group offers investment management, financial planning, and retirement plan consulting. For investment management, portfolios are tailored to client needs using stocks, bonds, ETFs, and other securities. Financial planning covers various areas like retirement, estate, tax, and education planning. Retirement plan consulting assists employers in establishing and monitoring their retirement plans. Ascent Wealth Management acts as a fiduciary, prioritizing client interests.
Fee Structure
Ascent Wealth Management Group charges a maximum of 2.00% annually for investment management services. The specific fee will be outlined in your advisory agreement. Fees are billed monthly, based on the average daily value of your account. The fees are negotiable and will be deducted directly from your account.