Krista
Charlton
Ascent Capital
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About this Advisor
Krista Charlton is a certified financial planner who works out of Bend, Oregon, with a total of 11 years of relevant experience. Charlton is an employee of Ascent Capital. They have spent their entire employment at Ascent Capital. Charlton holds a Series 65 license, designating them as an investment advisor representative, and is able to advise clients in Oregon. Ascent Capital is an advisory company based in Bend, OR. It oversees $349 million in assets under management across its 1,126 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,126 accounts, 44% belong to high-net-worth investors who have more than $1 million in investable assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules usually vary depending on which services are offered. Fees billed by Ascent Capital may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ascent Capital Brokerage Details
$348,604,758
8
1,126
$309,596
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Krista Charlton Work History
Krista has been registered as a financial advisor for 11 years.*
Ascent Capital Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Krista Charlton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ascent Capital
Bend, OR
Bend, OR
Bend, OR
Bend, OR
Bend, OR
Bend, OR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
