Advisor at Ascend Wealth Advisors, LLC
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Firm
Ascend Wealth Advisors, LLC
Location
Broadview Heights, OH 44147
Credentials
Series 63, Series 65
Industry experience
23 years
John Bair is a financial advisor at Ascend Wealth Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ascend Wealth Advisors since 2013. Ascend Wealth Advisors provides discretionary portfolio management for individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, and endowments. The firm manages accounts through individually selected securities using fundamental analysis and a buy-and-hold approach, offering tailored account features uncommon among independent advisors.
$0 - $500,000: 1.25% annually $500,000 - $2,000,000: 1.00% annually $2,000,000+: 0.80% annually
7750 Town Centre Drive, Suite 800
Broadview Heights, OH 44147
Ohio · Texas
Ascend Wealth Advisors, LLC
2013 - Present (13 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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