How does the advisor help clients – Key Takeaways:
ASCENT is a leading financial advisory firm that provides expert advice to clients on managing their finances. Their comprehensive approach helps clients achieve their financial goals and secure their future. Here are some key takeaways on how ASCENT helps its clients:
- ASCENT has a team of financial experts who provide personalized and tailored financial advice to meet the unique needs of each client.
- They offer a wide range of financial services such as investment management, retirement planning, tax planning, and estate planning.
- ASCENT works with clients to develop a holistic financial plan that takes into consideration their current financial situation, future goals, and risk tolerance.
- Their goal is to help clients grow and protect their wealth, while also providing guidance and support during major life events such as buying a house, starting a business, or planning for retirement.
Facts and Insights
In order to get a better understanding of ASCENT’s services and expertise, let’s take a look at some key facts and insights about the firm.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 1998 | $5 billion | 50+ |
With over $5 billion in assets under management and a team of 50+ experienced advisors, ASCENT has established itself as a reputable and trusted financial advisory firm over its 23 years in business.
Financial Services Offered
ASCENT offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Investment management: ASCENT helps clients create and manage their investment portfolios to achieve their long-term financial goals.
- Retirement planning: The firm helps clients plan for their future retirement by creating personalized strategies for savings, minimizing taxes, and maximizing income.
- Tax planning: ASCENT provides guidance on tax-efficient strategies to help clients minimize their tax burden and maximize their wealth.
- Estate planning: The firm works with clients to create an estate plan that ensures their assets are distributed according to their wishes.
Client Types
ASCENT caters to a diverse range of clients, including individuals, families, and small businesses. The firm’s advisors have experience working with clients from different backgrounds and with varying financial goals, making them well-equipped to provide personalized and tailored financial advice.
Fees & Compensation
ASCENT follows a transparent fee structure, and their advisors are committed to acting in the best interest of their clients. The firm charges a fixed annual fee based on a percentage of the client’s assets under management. This ensures that the advisors are incentivized to grow and protect the client’s wealth.
Background
ASCENT was founded in 1998 by a team of financial experts who believed in providing comprehensive and personalized financial advice to clients. Over the years, the firm has grown and expanded its services, but its core values and commitment to client satisfaction remain unchanged.
Financial Advisor Disclosures to Know
Before engaging with a financial advisor, it is important to be aware of any potential conflicts of interest or legal disclosures that may impact the advice you receive. Here are three important disclosures related to ASCENT:
- The firm is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC).
- The firm does not have any disciplinary actions or legal issues on its record.
- ASCENT is a fee-only firm, meaning they do not receive commissions or compensation from third-party financial products.