Ascensus Investment Advisors Review


Trust Score 95%
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Ascensus Investment Advisors, federally registered in 2002, is a Registered Investment Advisor (RIA) in 12 state(s) with a licensed staff of 1 advisors. Ascensus Investment Advisors manages $66.3 billion and provides investment advisory services for 22 clients (1:22 advisor/client ratio).

Fees may vary, please contact an advisor.

Benefits


  • Firm uses a transparent fee-only model
  • There is one licensed advisor for every 22 clients (industry average 1:50)
  • Firm has $1B or more in assets under management

Considerations


  • Firm serves fewer than 1,000 clients
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest
  • Firm performs side-by-side management with accounts that have differing fee structures. Investment Advisors may be incentivized to favor clients that pay higher fees over others

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Disciplinary History No
Total AUM $66.3 billion
Average Account AUM $3,015,492,162
Hybrid Advisor Yes
Annual Management Fee Notes Fees may vary, please contact an advisor.
Minimum Investment $0
Minimum Annual Fee $0
Advisor / Client Ratio 1:22
Headquarters Newton, MA
SEC Filings Forms and Brochures


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