Advisor at Ascend Wealth Management LLC
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Firm
Ascend Wealth Management LLC
Location
Eagle, ID
Credentials
Series 63, Series 65
Industry experience
18 years
Randall Taylor is a financial advisor with Ascend Wealth Management LLC in Eagle, Idaho. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Prior to his current role, he worked at Interwest Investment Advisors, Inc. and JT Financial, Inc. He is also involved with Ascend Financial Advisors, a fixed business based in Eagle. Ascend Wealth Management provides discretionary asset management, financial planning, and consulting services to individual investors and retirement plans, including ERISA 3(21) fiduciary services. The firm utilizes model-based portfolio management with ongoing monitoring and serves a high client load with a focus on both smaller accounts and pension consulting.
Based on Ascend Wealth Management LLC
Based on Ascend Wealth Management LLC
$0+: 1.00% annually for discretionary asset management (negotiable) $0+: Co-Advisor fees vary by portfolio type, flat rates: Strategic Portfolios 1.90%, Tactical Portfolios 1.75%, Allocation & Defined Outcome Portfolios 1.65%, Private Wealth Portfolios 1.50%, Preservation Portfolios 1.00% (AWM portion 0.60%-1.00%) $0 - $3,000,000: 0.25% annually for ERISA Plan Services $3,000,001 - $5,000,000: 0.20% annually for ERISA Plan Services $5,000,001+: 0.15% annually for ERISA Plan Services
$150 per hour for financial planning and consulting services
Eagle, ID
Idaho · Nevada · Washington
Ascend Wealth Management LLC
2024 - Present (2 years)
Ascend Financial Advisors
2024 - Present (2 years)
Interwest Investment Advisors, Inc.
2014 - 2025 (11 years)
JT Financial, Inc.
2012 - 2024 (12 years)
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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
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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