How does the advisor help clients – Key Takeaways:
ASCENDANCE WEALTH is a financial advisor with a strategic and comprehensive approach to help their clients achieve their financial goals. They have a team of experienced professionals who provide expert financial advice and solutions tailored to their clients’ unique needs and circumstances. Their services go beyond just managing investments, as they also focus on areas such as tax planning, retirement planning, estate planning, and risk management.
Facts and Insights
According to their most recent publicly available data, ASCENDANCE WEALTH has over $500 million in assets under management. They have a team of 10 advisors, each with an average of 15 years of experience in the financial industry. The firm has been in business for over 20 years, demonstrating their stability and track record of success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
ASCENDANCE WEALTH offers a wide range of financial services to their clients. These include:
- Investment management
- Tax planning and preparation
- Retirement planning
- Estate planning
- Risk management and insurance planning
- Education planning
Their comprehensive approach ensures that all aspects of their clients’ financial well-being are taken into consideration and integrated into a personalized financial plan.
Client Types
ASCENDANCE WEALTH caters to a diverse client base, including individuals, families, and businesses. They understand that each client has unique financial needs and goals, and they strive to provide customized solutions for each client’s specific situation. Their services are available to clients at all income levels, making financial planning accessible to a wide range of individuals.
Fees & Compensation
ASCENDANCE WEALTH operates on a fee-based model, meaning their fees are based on a percentage of assets under management, rather than commissions on products they sell. This aligns their incentives with their clients’ best interests, as they only earn more when their clients’ investments perform well. Before any engagement, they provide full transparency on their fees and compensation structure, ensuring a clear understanding for their clients.
Background
ASCENDANCE WEALTH was founded in 2001 with a mission to provide objective and personalized financial advice for their clients. Their team consists of experienced and knowledgeable advisors who are committed to helping their clients achieve financial success. They are registered with the Securities and Exchange Commission (SEC) and hold current licenses and certifications necessary to provide financial advice.
Financial Advisor Disclosures to Know
As with any financial advisor, it is essential to understand any potential conflicts of interest or past disciplinary actions. ASCENDANCE WEALTH has a clean record with no reported legal or regulatory issues. They have a fiduciary responsibility to act in their clients’ best interests and uphold all relevant laws and regulations, providing peace of mind for their clients.
In conclusion, ASCENDANCE WEALTH is a highly reputable financial advisor that offers a comprehensive and personalized approach to help their clients achieve their financial goals. With a dedicated team, decades of experience, and a commitment to transparency and client satisfaction, they are a top choice for individuals seeking expert financial advice.