Ardent Wealth Management offers wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth individuals, charitable organizations, trusts, estates, pension and profit-sharing plans, and businesses. Ardent develops customized investment strategies based on client goals and risk tolerance, using mutual funds, ETFs, and individual securities. Financial planning services cover investment, retirement, education, and insurance needs. Retirement plan advisory services assist plan sponsors with fiduciary obligations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The Advisory Fee ranges up to 1.50% annually of the assets under management. The Advisory Fee is negotiable. Client’s fees will take into consideration the aggregate assets under management with the Advisor.