Brad Traynor is a registered investment advisor at Ascensus Investment Advisors, LLC, based in Newton, MA, with 10 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27 clients with $13B in assets under management.
Compensation
Firm Size
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Fee Structure
AIA provides investment advisory services to State Administrators for government savings plans. The fee paid to AIA and its affiliates is based on a percentage of the value of the underlying Plan assets under administration by the Firm. This fee includes AIA’s advisory services as well as other services provided by the Firm and/or its affiliates, including recordkeeping and program administration services. Fees are generally calculated on a daily basis and are due monthly in arrears via direct invoice or automatic deduction from an account held on behalf of the State Administrator.
Location
95 Wells Avenue, Suite 160, Newton, MA, 02459
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brad is employed by Newport Group Inc., the parent company of the member firm, and is an affiliate of the member firm. As part of his job, Brad may offer insurance products through the firm or its affiliates.
Employment History
Current Registrations
Ascensus Investment Advisors, LLC
Previous Registrations
Newport Group Consulting, LLC
Employer Retirement Investment Advisors, LLC
State Registrations1 state
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.