Ascent Advisors is a registered investment advisor based in Mankato, Minnesota, offering ongoing portfolio management, consulting on Delaware Statutory Trusts for 1031 exchanges, pension consulting, and personalized financial planning. Ascent Advisors creates tailored investment strategies using fundamental, technical, quantitative, and modern portfolio theory analysis. The firm specializes in working with individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations. Ascent Advisors requires clients to maintain custody of their accounts with Charles Schwab & Co., Inc. and operates as a fiduciary obligated to act in the best interest of clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Portfolio management fees are negotiable and generally do not exceed 1.50% annually.