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401 Advisor, LLC

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401 Advisor, LLC

Overview:

Our 401k Advisor is an affiliate of 401Advisor, LLC, a Registered Investment Advisor. Our financial professionals
have more than 60 years combined experience helping business and individuals achieve their financial goals, and
bring a wealth of knowledge and experience to Our401Advisor.com.

For the past several years, 401 Advisor, LLC has been individually managing 401(k) accounts for our fee based,
high net worth clients while still employed. Most people had never heard of a service such as this, and the few that
we knew of charged as much as 2.5% annually to manage client 401(k) accounts.

We knew there had to be a way to offer this type of service to the millions of workers who need investment advice,
but don’t have the resources to pay for private money management. Thus the birth of Our 401k Advisor.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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