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.

Because we partner exclusively with dedicated financial advisors, we have the freedom to focus on our area of expertise, which is building and managing portfolios.

This frees the advisor to interact directly with the client and provide individualized, high value services like financial planning, help with goal setting, behavioral coaching and objective oversight of our portfolio management activities.

This unique partnership means there’s no mystery about how much the client will pay for asset management.  Every year, they know exactly what their fees are going to be.

Advisors can offer professional portfolio management services to their clients for less and clients get to keep more of what they earn as their account grows over time.

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.