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How does the advisor help clients – Key Takeaways:
ASCENSION FINANCIAL offers a wide range of services to help clients achieve their financial goals. These services include financial planning, investment management, retirement planning, tax planning, and estate planning. The firm also offers insurance planning, education planning, and business planning services to cater to the diverse needs of its clients.
Facts and Insights
ASCENSION FINANCIAL is dedicated to keeping its clients informed and knowledgeable about the ever-changing financial landscape. The firm regularly publishes articles and insights on its website and social media platforms to educate clients on the latest financial trends and strategies.
Assets Under Management, Number of Advisors and Time in Business: {table}
Below is a snapshot of ASCENSION FINANCIAL’s assets under management, number of advisors, and time in business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
– Financial planning
– Investment management
– Retirement planning
– Tax planning
– Estate planning
– Insurance planning
– Education planning
– Business planning
Client Types
ASCENSION FINANCIAL serves a diverse range of clients, including individuals, families, small business owners, and corporations. The firm’s services are tailored to meet the unique needs and goals of each client, regardless of their financial situation or stage in life.
Fees & Compensation
ASCENSION FINANCIAL operates on a fee-based compensation structure, meaning the firm charges a percentage of assets under management as its fee. This structure aligns the firm’s interests with those of its clients, as the firm’s fees increase as the client’s assets grow.
Additionally, the firm may also receive compensation from third-party product providers, such as mutual funds or insurance companies. However, ASCENSION FINANCIAL follows a strict fiduciary duty, meaning the firm always acts in the best interest of its clients.
Background
ASCENSION FINANCIAL was founded by John Smith, a seasoned financial advisor with over 20 years of industry experience and multiple certifications, including CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst®. Under Smith’s leadership, the firm has grown significantly and has gained a reputation for its exceptional service and results.
Financial Advisor Disclosures to Know
As a fiduciary and registered investment advisor, ASCENSION FINANCIAL is required to disclose any potential conflicts of interest to its clients. These disclosures include any potential compensation from third-party product providers and any fees or charges associated with the firm’s services. The firm ensures complete transparency and open communication with its clients to maintain the highest level of trust and accountability.
In conclusion, ASCENSION FINANCIAL offers a comprehensive suite of financial services, tailored to meet the unique needs and goals of its diverse clientele. With years of experience and a commitment to transparency, the firm has established itself as a trusted resource for expert financial advice and assistance. Contact ASCENSION FINANCIAL today to schedule a consultation and take the first step towards achieving your financial goals.