Ascend Wealth Management provides investment management services, including selecting investments and managing portfolios based on your goals and risk tolerance. They also offer financial planning services, including full financial plans and consulting on specific topics. Ascend Wealth Management also provides services to retirement plans. They may use a co-advisor, Gradient Investments, to manage client portfolios.
Fee Structure
Ascend Wealth Management offers direct asset management services where they charge 1% of the value of your portfolio annually. This fee is negotiable.
Ascend Wealth Management also works with a co-advisor, Gradient Investments, LLC. The fees for these services are based on the type of portfolio:
- Strategic Portfolios: 1.90% annually
- Tactical Portfolios: 1.75% annually
- Allocation & Defined Outcome Portfolios: 1.65% annually
- Private Wealth Portfolios: 1.50% annually
- Preservation Portfolios: 1.00% annually
These fees are negotiable. There is also a $15 quarterly service fee for technology and reporting.