Ascent Advisors provides investment advice and financial planning services to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations. Ascent offers portfolio management based on individual client goals and risk tolerance. Ascent also provides consulting services for Delaware Statutory Trusts (DSTs) and pension plans. Financial planning services cover investment planning, insurance, tax, retirement, college, and debt/credit planning.
Assets Under Management$0
ClientsN/A
Advisors9
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Ascent Advisors offers ongoing portfolio management services. The fees are negotiable and generally do not exceed 1.50% of the portfolio value. The fee is calculated using a tiered/blended fee schedule. You can terminate the agreement with written notice.
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