Ascentis Independent Advisors offers a range of investment advisory services, including asset management, comprehensive portfolio management (combining asset management and financial planning), and standalone financial planning. Ascentis also provides retirement plan consulting to employer plan sponsors. Ascentis may refer clients to third-party money managers and may introduce clients to a private direct investments program. Ascentis also offers co-advisory services through third-party providers.
Fee Structure
Ascentis Independent Advisors offers asset management and comprehensive portfolio management services. The maximum annual fee for these services is 2.00% of the value of your account, deducted quarterly in advance. Fees are negotiable. Ascentis may invest client assets in models created by affiliates, who could be compensated.