The Ascent Group, LLC
Assets Under Management
$4.9B
Number of Clients
3,703
Number of Advisors
19
Average Client AUM
$1.3M
AUM per Advisor
$259.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
TAG provides financial planning, consulting, and investment management services. They manage client investment portfolios on a discretionary and non-discretionary basis, allocating assets among mutual funds, ETFs, individual securities, and independent investment managers. TAG also offers retirement plan consulting services to qualified employee benefit plans.
Fee Structure
Financial planning and consulting fees range from $250 to $25,000 on a fixed fee basis and/or from $150 to $500 on an hourly basis. Investment management fees can be up to 1.75% annually, depending on portfolio size and services rendered. Retirement plan consulting fees range up to $250,000 per annum on a fixed fee basis or up to 1.50% depending upon services provided and the amount of assets to be advised on. The SIPP has a minimum investment of $5,000 and a minimum annual Manager Fee of $100.
Areas of Practice
Location
192 Ballard Court, Suite 400, Virginia Beach, VA, 23462