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How does the advisor help clients – Key Takeaways:
The ASCENT EQUITY GROUP, LLC is a financial advisory firm that offers personalized financial services to its clients. With a team of experienced professionals, the firm provides comprehensive financial planning, investment management, and wealth management services to help clients achieve their financial goals.
Here are some key takeaways on how the advisor helps clients:
- Customized financial planning: The firm takes into account the unique financial situation and goals of each client and creates a customized financial plan to help them achieve their objectives.
- Diverse investment options: ASCENT EQUITY GROUP, LLC offers a wide range of investment options, including stocks, bonds, mutual funds, and alternative investments, to help clients build a well-diversified portfolio.
- Ongoing portfolio management: The firm regularly monitors and adjusts client portfolios to ensure they are aligned with their financial goals and risk tolerance.
- Wealth management services: In addition to investment management, the firm also offers wealth management services, including tax planning, estate planning, and retirement planning, to help clients preserve and manage their wealth.
Facts and Insights
Established in 2005, ASCENT EQUITY GROUP, LLC has been in business for over 15 years. With a team of 10 advisors, the firm manages over $500 million in assets under management. Over the years, the firm has helped numerous clients achieve their financial goals and build their wealth.
Here are some key numbers about ASCENT EQUITY GROUP, LLC:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 15+ |
Financial Services Offered
ASCENT EQUITY GROUP, LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Financial planning
- Investment management
- Wealth management
- Tax planning
- Estate planning
- Retirement planning
- Insurance planning
- College planning
- Business planning
Client Types
The firm primarily serves high-net-worth individuals and families, as well as small business owners. ASCENT EQUITY GROUP, LLC also works with institutions, such as foundations and endowments, to help them manage and grow their assets.
Fees & Compensation
ASCENT EQUITY GROUP, LLC operates on a fee-only basis, meaning they do not earn commissions or receive compensation from financial product providers. The firm charges a percentage of assets under management as their fee, which is typically lower than the industry average. This fee structure aligns the interests of the firm with those of its clients, as they only get paid if the clients’ assets grow.
Background
The founders of ASCENT EQUITY GROUP, LLC have decades of experience in the financial industry, and the team of advisors includes CFP® professionals, CPAs, and attorneys. This diverse and experienced team allows the firm to provide comprehensive and personalized financial services to their clients.
Financial Advisor Disclosures to Know
ASCENT EQUITY GROUP, LLC is a registered investment advisor and is required to disclose any potential conflicts of interest or disciplinary actions. The firm has a clean record with no reported disciplinary actions or conflicts of interest. They have a fiduciary obligation to act in the best interests of their clients and always disclose any potential conflicts of interest before engaging in any transactions on their clients’ behalf.