About ASCENT CAPITAL PARTNERS, LLC
Ascent Capital Partners, LLC is a financial advisory firm that specializes in providing comprehensive wealth management services to individuals, families, and small businesses. With a team of experienced financial professionals, Ascent Capital Partners, LLC aims to help its clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Ascent Capital Partners, LLC provides personalized financial planning and investment advice tailored to each client’s unique needs and goals.
- The firm focuses on building long-term relationships with its clients, providing ongoing guidance and support throughout their financial journey.
- Ascent Capital Partners, LLC utilizes a disciplined investment approach and regularly reviews and monitors each client’s portfolio to ensure it remains aligned with their financial goals.
- The firm also offers a comprehensive suite of financial services, including retirement planning, estate planning, tax planning, and risk management.
Facts and Insights
Ascent Capital Partners, LLC has over $500 million in assets under management (AUM), with a team of 15 financial advisors. The firm has been in business for over 10 years, providing expert financial guidance to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Over 10 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
Client Types
Ascent Capital Partners, LLC serves a diverse clientele, including:
- Individuals and families
- Small business owners
- High-net-worth individuals
- Retirees
Fees & Compensation
Ascent Capital Partners, LLC operates on a fee-only structure, meaning that they do not receive any commissions from financial products or services. Instead, clients pay a percentage of their AUM as an annual fee. This fee is typically between 1-2% and can vary depending on the services provided.
Background
Ascent Capital Partners, LLC was founded in 2008 by a team of financial professionals with over 50 years of combined experience in the industry. The firm is headquartered in New York City and has offices in several other locations across the United States.
Financial Advisor Disclosures to Know
Ascent Capital Partners, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). This means that the firm is required to adhere to strict fiduciary standards, putting their clients’ best interests first.
Ascent Capital Partners, LLC has a clean regulatory record with no disciplinary actions or sanctions. The firm also has no reported legal or criminal incidents.