How We Gain a Performance Advantage No Matter What the Markets Do – Part I
Obvious and Boring Everyone wants to gain a performance advantage by placing bets based on smart-factors, data-driven algorithms or macro-calls that purport to predict the future. It’s certainly fun and intellectually stimulating to do this and you feel so smart when your bets pay off. We think
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.
First Ascent maintains its brand identity and will operate as an independent subsidiary of GeoWealth
In a land of giants, advisors give fast-growing First Ascent the top spot—again!
