About ASCEND INVESTMENT PARTNERS
ASCEND INVESTMENT PARTNERS is a financial advisory firm dedicated to helping individuals and businesses achieve their financial goals. With a team of knowledgeable advisors and a wide range of services, ASCEND INVESTMENT PARTNERS provides expert guidance and support to clients as they navigate the complex world of finance.
How does the advisor help clients – Key Takeaways:
ASCEND INVESTMENT PARTNERS offers a range of financial services to help clients with a variety of needs. From investment management and retirement planning to tax planning and estate planning, their expert advisors are well-equipped to handle any financial challenge.
Facts and Insights
ASCEND INVESTMENT PARTNERS has been in business for over 10 years, making them a trusted and established player in the financial advisory industry. With a team of over 50 advisors and $1 billion in assets under management, they have the resources and experience necessary to provide top-tier financial services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 50+ | Over 10 years |
Financial Services Offered
ASCEND INVESTMENT PARTNERS offers a diverse range of financial services to meet the individual needs of their clients. Some of their key offerings include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance services
- Educational funding
Client Types
ASCEND INVESTMENT PARTNERS serves clients from all walks of life, from young professionals just starting to build their wealth to established businesses looking to manage and grow their assets. They also work with retirees and pre-retirees to help them make the most of their savings and investments.
Fees & Compensation
ASCEND INVESTMENT PARTNERS operates on a fee-based model, meaning their advisors are compensated through a flat fee or a percentage of assets under management. This ensures that their advisors are always working in the best interest of their clients and not influenced by commissions or sales goals.
Background
ASCEND INVESTMENT PARTNERS is led by a team of experienced and knowledgeable financial advisors who are dedicated to helping their clients achieve financial success. They believe in building strong, long-term relationships with their clients and providing transparent and honest advice.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it’s important to understand their potential conflicts of interest and any disclosures they may have. ASCEND INVESTMENT PARTNERS is committed to transparency and their advisors are required to disclose any potential conflicts of interest or disciplinary history. Clients can also review this information on the firm’s Form ADV, which is publicly available on the SEC website.