Philip Carl Shaffer

Oneascent Family Offices

45 Years of Experience

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Firm Information

Oneascent Family Offices

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

9 advisors

Number of Clients

43 clients

Average Client Portfolio

$8.4M average

Assets Under Management

$360.2M

Fee Structure

Financial Planning:Included in AUM fee

Financial Plan Fee:$0 - $15,000

Hourly Rate:$125 - $500/hr

Fees vary depending on the service. For Unified Managed Accounts and non-UMA asset management, fees range from 0.50% to 2.00% per year, depending on account size and complexity. Financial planning fees can be hourly ($125-$500/hour) or fixed (typically $0-$15,000, but can exceed $100,000). Family office fees are hourly ($125-$500/hour), fixed ($0-$35,000, but can exceed $100,000), or a bundled annual rate (0.50% to 2.00% of assets). Trading costs may vary from 0.02% to 0.15%. All fees are negotiable.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingEstate PlanningHigh Net Worth

Advisor Information

Office location

23 Inverness Center Parkway, Birmingham, AL, 35242

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Regulatory History (3)

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