Our Fees

Flat Fees Are Here

There’s a lot to like about flat-fee pricing.

It’s simple.
It’s easy to administer.
It’s transparent.

There’s no mystery about how much clients are paying for asset management.
Every year, they know exactly what their fees are going to be.

We can offer this unique fee schedule because we partner exclusively with dedicated financial advisors. This gives us the freedom to focus on our area of expertise, which is building and managing portfolios.

Clients get to keep more of what they earn as their account grows over time.
Advisors can offer high quality services to their clients with lower fees.

It fits perfectly into a world where the client’s best interests come first.

Click here for more information about our flat-fee pricing. Contact the First Ascent team to learn about our solution for small accounts. First Ascent’s fee does not include financial advisor or custodian fees. See our ADV Brochure for additional details about our fees.