and
How does the advisor help clients – Key Takeaways:
ASCENT WEALTH MANAGEMENT is a highly experienced financial advisory firm that aims to provide customized, comprehensive financial planning and wealth management solutions to its clients. The firm’s team of financial experts works closely with each client to understand their unique financial goals and develop a tailored strategy to help them achieve those goals. With a commitment to transparency, trust, and integrity, ASCENT WEALTH MANAGEMENT strives to provide top-notch services and guide their clients towards financial success.
Facts and Insights:
ASCENT WEALTH MANAGEMENT was founded in 2010 and is headquartered in New York City. The firm has over 50 advisors and currently manages assets worth $2.5 billion. The average account size at the firm is around $2 million, and the advisors serve approximately 1,200 clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 50+ | 11 years |
Financial Services Offered:
ASCENT WEALTH MANAGEMENT offers an array of financial services to cater to the diverse needs of its clients. Some of the key services provided by the firm include investment management, retirement planning, tax planning, estate planning, insurance solutions, and education funding. The team of advisors at ASCENT WEALTH MANAGEMENT is highly knowledgeable and skilled in these areas, allowing them to provide expert guidance and support to clients.
Client Types:
ASCENT WEALTH MANAGEMENT caters to a wide range of clients, from high-net-worth individuals and families to businesses and institutions. The firm’s personalized approach makes it suitable for clients with varying financial needs and goals. The advisors at ASCENT WEALTH MANAGEMENT prioritize building long-term relationships with their clients and work to help them achieve their financial aspirations.
Fees & Compensation:
At ASCENT WEALTH MANAGEMENT, the fees are based on a percentage of the assets under management, with rates varying depending on the services provided. Some advisors at the firm may also charge hourly or fixed fees for specific services. The firm’s fee structure is transparent and disclosed to clients before any services are rendered. This ensures that clients are aware of the costs involved and can make informed decisions.
Background:
ASCENT WEALTH MANAGEMENT was founded by a team of experienced financial advisors with a shared goal of helping clients achieve financial success. The firm’s founders have over 100 years of combined experience in the financial industry and bring a wealth of knowledge and expertise to the firm. ASCENT WEALTH MANAGEMENT continuously invests in its advisors’ education and training to ensure they stay up-to-date with the latest trends and strategies in the financial world.
Financial Advisor Disclosures to Know:
ASCENT WEALTH MANAGEMENT is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As such, the firm is required to adhere to strict regulatory guidelines and disclose any potential conflicts of interest or disciplinary disclosures. These disclosures can be found in the firm’s Form ADV, which is publicly available on the SEC’s website. Additionally, all advisors at ASCENT WEALTH MANAGEMENT have a fiduciary duty to act in the best interests of their clients.