Oneascent Financial Services LLC
Assets Under Management
$2.6B
Number of Clients
4,188
Number of Advisors
70
Average Client AUM
$623K
AUM per Advisor
$37.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
OneAscent Financial Services LLC provides investment advisory services through managed accounts, proprietary strategies, and assistance to other advisors. Services include discretionary and non-discretionary asset management, Unified Managed Accounts (UMAs), financial planning, tax preparation arrangement, and financial consulting. They also offer outsourced CIO solutions and back-office services.
Fee Structure
Fees vary depending on the service. UMA and asset management fees range from 0.50% to 2.00% annually, depending on account size and complexity. Financial planning fees are hourly ($125-$500) or fixed (typically $0-$15,000, but can exceed $100,000). Financial consulting fees range from $500 to $4,000 per year. Tax preparation fees are determined on a case-by-case basis. Back-office services are negotiable. Trading costs range from 0.02% to 0.15%. Flourish Cash has a 0.25% service fee. Fees are negotiable and can be higher or lower than the stated ranges.
Areas of Practice
Location
23 Inverness Parkway, Birmingham, AL, 35242