Oneascent Wealth Management
Assets Under Management
$431.7M
Number of Clients
918
Number of Advisors
12
Average Client AUM
$470K
AUM per Advisor
$36.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
OneAscent Wealth Management offers asset management services on a discretionary or non-discretionary basis, including Unified Managed Accounts (UMAs) through OneAscent Investment Solutions LLC. They also provide financial planning and consulting services, as well as investment advisory services for pooled retirement plans. Fees are negotiable and depend on the account's nature and complexity.
Fee Structure
Fees for Unified Managed Accounts and asset management range from 0.50% to 2.00% annually, based on the market value of assets. Financial planning fees can be hourly ($125-$500/hour) or fixed (typically $0-$15,000, but can exceed $100,000 in special circumstances). Financial consulting is done on a fixed fee basis ($500-$4,000 per annum). Fees are negotiable and depend on the complexity of the plan. Trading costs may vary from 0.02% to 0.15%.
Areas of Practice
Location
23 Inverness Center Parkway, Birmingham, AL, 35242