Darcy Wride is a registered investment advisor at Ascend Investment Partners, based in Ogden, UT, with 32 years of industry experience. Darcy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,080 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ascend Investment Partners offers wrap asset management services, with fees detailed in a separate Wrap Fee Program Brochure. They also manage held-away accounts through the Pontera platform, with platform fees paid by Ascend. Discretionary advisory services are available through First Clearing/Trade-PMR, with program fees not exceeding 2.50% of assets.
Location
2225 Washington Blvd., Suite 110, Ogden, UT, 84401
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Regulatory History (1)
Customer Dispute
July 2005Other Business Activities
Darcy is a 25% member of Three Six Six Mike Echo, LLC, formed to manage airplane ownership and hangar administration, and a 50% member of Haydar Properties, LLC, formed to own office building shares, airplane hangar shares, and airplanes. Both activities require minimal time and the latter is investment-related.
Employment History
Current Registrations
Ascend Investment Partners
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
First Union Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.