How does the advisor help clients – Key Takeaways:
ASCEND ADVISOR SERVICES LLC is a leading financial consulting firm that provides expert advice and solutions to its clients. As a financial expert, the company has helped numerous individuals and organizations achieve their financial goals through its personalized and comprehensive services. Some key takeaways regarding the company’s offerings include:
- Expert financial advice and solutions for individuals and organizations
- Personalized and comprehensive services tailored to meet the specific needs of clients
- Years of experience and a team of knowledgeable advisors
Facts and Insights:
ASCEND ADVISOR SERVICES LLC has been providing exceptional financial services since its inception. The company’s success can be attributed to its strong commitment towards delivering unparalleled services and its extensive knowledge of the financial industry. Here are some insights about the company:
- Established in 2005, ASCEND ADVISOR SERVICES LLC has been in business for over 15 years
- The company has a team of highly-qualified and experienced financial advisors
- ASCEND ADVISOR SERVICES LLC is dedicated to providing customized and effective financial solutions
- The company has a proven track record of helping clients achieve their financial goals
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 20+ | 15+ years |
These numbers represent the company’s impressive performance and growth throughout the years. With over $500 million in assets under management and a team of 20+ experienced advisors, ASCEND ADVISOR SERVICES LLC is well-equipped to handle any financial challenge.
Financial Services Offered:
ASCEND ADVISOR SERVICES LLC offers a wide range of financial services to meet the diverse needs of its clients. The company’s expert team of advisors specializes in the following services:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
Client Types:
The company caters to a diverse group of clients, including individuals, families, and businesses. ASCEND ADVISOR SERVICES LLC has the knowledge and expertise to provide tailored financial solutions to meet the unique needs of each client. Their clients include:
- High-net-worth individuals
- Small businesses
- Retirees
Fees & Compensation:
The fee structure at ASCEND ADVISOR SERVICES LLC is transparent and based on a percentage of assets under management. The company offers competitive fees and strives to provide value to its clients through its exceptional services. The fees may vary depending on the complexity of the client’s financial needs.
Background:
ASCEND ADVISOR SERVICES LLC was founded by a team of financial experts with a passion for helping individuals and organizations achieve financial success. The company’s commitment towards providing outstanding services has helped it become a leading financial consulting firm in the industry.
Financial Advisor Disclosures to Know:
Clients should be aware of any potential conflicts of interest and financial disclosures from their advisors. At ASCEND ADVISOR SERVICES LLC, the company is committed to transparency and adheres to all regulations and standards. Some key disclosures include:
- The company does not have any disclosures of significant disciplinary action
- ASCEND ADVISOR SERVICES LLC is a fee-only firm, meaning they do not receive any commission for recommending certain products or services
- The company has a fiduciary duty to act in the best interest of their clients