Ascentis Asset Management offers investment strategy and portfolio modeling services to other investment advisors, including Unified Management Account programs. Ascentis creates investment models and asset allocation strategies, and assists primary investment advisors in developing Investment Policy Statements. Ascentis does not directly manage any client assets.
Assets Under Management$560M
Clients1,883
Advisors11
Avg. per Client$300K
Avg. per Advisor$51M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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