Ascend Wealth Management provides financial planning and investment management services to individuals and high-net-worth individuals. Ascend offers holistic financial planning, wealth management, and consultation services. Financial planning is a prerequisite for wealth management. Ascend designs portfolios and provides ongoing monitoring. Clients play an active role in the planning and management process.
Fee Structure
Ascend Wealth Management's fee for ongoing portfolio management is typically 1% annually, billed monthly. For SEP, Simple IRA, and 401(k) management, the annual fee ranges from 0.5% to 1%. These fees are negotiable for larger portfolios (over $1 million) or based on the complexity of services. Additional fees apply when using unaffiliated investment platforms, but the total fee will not exceed 2%.