Ascend Wealth Advisors (AWA) offers investment supervisory services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. AWA determines client goals through discussions and creates and manages portfolios based on those goals. AWA also offers investment supervisory services through its 401(k) Daily Valuation and 401(k) Pilot programs. Financial planning services are provided in connection with investment supervisory services at no additional charge.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...