Ascend Private Wealth Management provides investment management and financial planning services. Ascend only offers these services in combination and does not offer financial planning separately. Investment portfolios are constructed using a diversified mix of asset classes and are tailored to each client’s financial situation and objectives. Some clients may receive complimentary financial planning services.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable at the Firm’s discretion depending on the client’s needs, portfolio size, and other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.