News

A selection of company announcements and recent articles by or about First Ascent.  For more, visit The Forum.

XY Planning Network Podcast

March 21, 2017

An Interview with Scott MacKillop

ThinkAdvisor

March 20, 2017

First Ascent’s CEO Scott MacKillop admits flat fee pricing may not be for everyone.

RIA-Biz

March 15, 2017

First Ascent is using a flat, capped fee to fulfill a founder's vision

Seeking Alpha

March 9, 2017

Put this in your pocket: the best interest of the client is not just lip service; it's a way of life

ThinkAdvisor

March 2, 2017

An offering for the real issues facing advisors.

BobVeres.com

February 28, 2017

First Ascent Asset Management will manage any of your client portfolios, with a broad suite of servi

Barron's

February 27, 2017

A startup TAMP is breaking new ground as a flat-fee (and very low cost) asset manager.

ThinkAdvisor

February 24, 2017

Robos are fiduciaries under the Advisers Act, SEC says.

ThinkAdvisor

February 23, 2017

Asset manager trades fee caps for flat fees on all accounts.

Investment News

February 23, 2017

First Ascent Asset Management, which is billing itself as the first flat-fee asset manager, charges

WealthManagement.com

February 22, 2017

Scott MacKillop’s First Ascent will charge $500 per account, no matter what size.

Press Release

February 22, 2017

$500 fee shatters pricing paradigm, keeps value proposition.

Investment Advisor

February 2, 2017

Advisors need to embrace change and be ready to evolve.

Press Release

December 14, 2016

Paper proposes ways to regulate robos while allowing them to bring innovation to investment advice.

401(k) Specialist

November 7, 2016

Far from pricing smaller investors out, it could actually help.

Press Release

November 2, 2016

The householding policy continues First Ascent’s “road-less-traveled” effort to jettison the i

Financial Advisor IQ

October 6, 2016

Highlighting the importance of education in the Advisor-Investor relationship.

WealthManagement.com

October 3, 2016

First Ascent is appealing to advisors looking to compete with algorithmic upstarts.

Denver Business Journal

September 16, 2016

Denver startup challenges traditional AUM fee structure.

ThinkAdvisor

September 9, 2016

First Ascent's fee structure could be a game-changer for TAMPs.

Belay Advisor

September 6, 2016

Up until now, the AUM model has worked fine for financial advisors and clients. Will it continue?

Financial Planning

August 10, 2016

The industry must change its pricing or disappear.

ETF.com

July 29, 2016

First Ascent uses new technology to provide low-cost, elegantly simple investment solutions.

USA Today

July 7, 2016

USA Today shares First Ascent's thinking about questions to ask your financial advisor.

Financial Advisor

June 29, 2016

First Ascent plans to disrupt the managed account business on three fronts. Learn how.

ThinkAdvisor

June 21, 2016

The fee structure is “the perfect solution” to the DOL’s conflict of interest rule.

Financial Advisor IQ

June 20, 2016

“They’re turning the asset management pricing model on its head."

401K Specialist

June 20, 2016

First Ascent is on a mission to disrupt the 401(k) and portfolio management spaces.

FundFire

June 13, 2016

The assets under management fee schedule just didn’t seem to make any sense.

RIABiz

June 13, 2016

The experts said it couldn't-shouldn't-be done but 17 advisors and execs displayed true RIA mettle.

Globe NewsWire

June 8, 2016

First Ascent features a client-friendly fee schedule with an annual cap.

May 30, 2016

“We…concluded that clients are paying too much for portfolio management services."

May 30, 2016

We are challenging industry convention about how to build portfolios.

Events

There’s no substitute for meeting face-to-face.  Here are events we will be attending.  Hope to see you there.