Oneascent Family Offices
Assets Under Management
$360.2M
Number of Clients
43
Number of Advisors
9
Average Client AUM
$8.4M
AUM per Advisor
$40.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
OAFO provides investment advisory and family office services to high net worth clients. Services include asset management (discretionary or non-discretionary), unified managed accounts, financial planning, and family office services such as goals assessment, legacy planning, and coordination with other professionals.
Fee Structure
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.
Areas of Practice
Location
23 Inverness Center Parkway, Birmingham, AL, 35242