Ascend Investment Partners

Wealth Management Firm in Weber County, UT

Firm Info
Address: 175 25th St Suite 200, Ogden, UT 84401, USA
Website:
Phone: (801) 476-1200

Firm Size
Assets Under Management: $493.4 million
# of Advisors: 6
# of Clients: 1,626
Client to Advisor Ratio: 271:1
Average Account Size: $303,437
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

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Ascend Investment Partners Overview

ASCEND INVESTMENT PARTNERS is a registered investment advisory firm that operates under a fee-only arrangement. With its headquarters located in Ogden, UT, the firm has been in business since 2020, offering investment advice services to its clients. The firm offers a range of portfolio management services for both individuals and small businesses, as well as for larger businesses or institutional clients. Additionally, ASCEND INVESTMENT PARTNERS provides comprehensive financial planning services to help clients achieve their financial goals. ASCEND INVESTMENT PARTNERS also specializes in pension consulting services, assisting clients with managing their pension plans. In addition to traditional investment advisory services, the firm provides financial institution consulting services to help clients navigate complex financial regulations and requirements. Overall, ASCEND INVESTMENT PARTNERS is a well-rounded firm that offers a variety of investment advisory services to its clients, with a focus on providing fee-only and investment advice only services. With a strong commitment to helping clients achieve their financial objectives, the firm has quickly established itself in the industry since its inception in 2020.

(Fee charged based on the percentage of assets under management) commission-based hourly rate flat fee performance-based bundled fee Ascend Investment Partners is known for providing comprehensive financial advisory services to a diversified group of clients. The firm caters to a wide range of clients, which includes individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other Corporation types not listed. They build lasting relationships with clients to identify their objectives and design investment strategies that achieve both short-term and long-term goals. Providing flexible options for the varied financial needs of clients, Ascend Investment Partners offers a range of fee structures. Depending on the services provided, clients may opt for percentage of AUM (a fee charged based on the percentage of assets under management), commission-based services, an hourly rate, flat fee, or performance-based services, which effectively rewards the advisor for achieving the desired client outcome. For clients looking for bundled services, Ascend has a bundled fee offering that packages two or more services for a single, upfront fee. Ascend Investment Partners understands that fees are a crucial consideration for their clients, and they take great pride in offering customized and nominal fee structures aligned with their client-centric approach.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for ASCEND INVESTMENT PARTNERS does not mention an investment minimum. The note about investment minimums states that the firm does not impose any requirements for opening and maintaining accounts or engaging with them. Therefore, it is safe to assume that there is no investment minimum set by the firm.

How This Office Can Help Weber County, UT Residents

Ascend Investment Partners is a company located in Weber County, UT that specializes in providing comprehensive financial services to clients. The team at Ascend understands that people living in Weber County may face unique financial challenges, such as volatile market conditions, fluctuating interest rates, job instability, and insufficient retirement planning. For this reason, the team at Ascend Investment Partners offers personalized investment strategies that are tailored to their clients' financial goals and circumstances, ensuring their financial progress. With Ascend Investment Partners, clients in Weber County can expect a range of financial services that include investment management, retirement planning, risk management, and estate planning. They work with clients to accurately assess their current financial situation, develop strategies to enhance their savings and retirement planning, and offer innovative solutions to protect their assets. By using their expertise in financial markets and global trends and applying a personalized approach to each client, Ascend Investment Partners is committed to providing the guidance clients need to secure their financial future.

To view the Minimum Investment and Fee Schedule for Ascend Investment Partners, visit their Part 2 Brochure.

Services Offered by Ascend Investment Partners

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Ascend Investment Partners most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 175 25th St Suite 200, Ogden, UT 84401, USA
Phone (801) 476-1200
Opening Hours
  • Mon 8:30 AM–4:30 PM
  • Tue 8:30 AM–4:30 PM
  • Wed 8:30 AM–4:30 PM
  • Thu 8:30 AM–4:30 PM
  • Fri 8:30 AM–4:30 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Ascend Investment Partners is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Florida
  • Idaho
  • Nevada
  • New Hampshire
  • New Mexico
  • New York
  • Oregon
  • Texas
  • Utah
  • Washington

Disciplinary History

Ascend Investment Partners does not have any disclosures. Please visit it's Form ADV for more details.