Ascensus Investment Advisors, LLC
Assets Under Management
$11.6B
Number of Clients
27
Number of Advisors
37
Average Client AUM
$431.5M
AUM per Advisor
$314.9M
Compensation
Fee-Only (AUM)
About This Firm
Ascensus Investment Advisors, LLC (AIA) provides investment management, monitoring, and consulting services to the Government Savings Division within Ascensus, LLC. AIA advises State Administrators on investment lineups for 529 education savings plans, ABLE programs, and State Facilitated Retirement Plans. AIA's clients do not include Plan participants.
Fee Structure
AIA is paid fees pursuant to a contract that it and/or an affiliate has entered into with a State Administrator. The fee paid to AIA and its affiliates is based on a percentage of the value of the underlying Plan assets under administration by the Firm, unless otherwise contractually agreed to by the relevant parties. This fee includes AIA’s advisory services as well as other services provided by the Firm and/or its affiliates, including recordkeeping and program administration services conducted outside the scope of AIA.
Areas of Practice
Location
95 Wells Avenue, Suite 160, Newton, MA, 02459