Ascent Financial Group works with clients to design and implement financial plans. They help clients establish goals and values around money, and provide ongoing access to a planner who will monitor the plan, implement any changes, and ensure the plan is up to date. AFG also manages investment portfolios, performing ongoing reviews of investment performance and portfolio exposure to market conditions.
Assets Under Management$100M
Clients128
Advisors2
Avg. per Client$790K
Avg. per Advisor$50M
www.linked.com/company/ascent-financial-group ·www.ascent-financial.com ·www.instagram.com/ascent__financial
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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