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Monthly Archives: May 2017

The secret to making a good video for your practice. So, you’re thinking about making a video for your practice. Well, good news. You’re on the right track. Video is one of the best ways to boost conversions and improve client engagement. But all videos are not created equal. In fact, a poorly d


We Are Exuberantly Rational As you know, First Ascent provides portfolio management services to financial advisors for a flat fee of $500 regardless of account size.  Recent discussions of different fee structures in the press present the issue as though there is a right and a wrong fee structure.

Scott's Column

The Importance of Saving-Investor Education Series Fees are a primary consideration here at First Ascent. You’ve probably heard of our flat portfolio management fee, which is the first of its kind that we know of. Beyond that, we are always focused on managing the transaction costs and internal expenses of our portfolios. While we believe a penny

Investment Management