Can New Business Models Improve Trust?
October 9, 2017 | CFA Institute
Firms are now testing alternative models in the real world.
News
A selection of company announcements and recent articles about First Ascent.
The One-Flat-Fee-Fits-All ETF Strategist
July 13, 2017 | ETF.com
First Ascent Asset Management is a newcomer in the ETF strategist space.
Should You Outsource Your Investment Management?
June 22, 2017 | ThinkAdvisor
If you’re thinking about outsourcing, read this first.
March 21, 2017 | XY Planning Network Podcast
An Interview with Scott MacKillop
First Ascent Finds Success in Move to Flat Fees
March 20, 2017 | ThinkAdvisor
First Ascent’s CEO Scott MacKillop admits flat fee pricing may not be for everyone.
March 15, 2017 | RIA-Biz
First Ascent is using a flat, capped fee to fulfill a founder’s vision
Advisors Are Facing A Perfect Storm
March 9, 2017 | Seeking Alpha
Put this in your pocket: the best interest of the client is not just lip service; it’s a way of life.
First Ascent: A Glimpse Into the Future of Advisor Portfolio Management
March 2, 2017 | ThinkAdvisor
An offering for the real issues facing advisors.
February 28, 2017 | BobVeres.com
First Ascent Asset Management will manage any of your client portfolios, with a broad suite of services, for a flat $500. Will others follow?
February 27, 2017 | Barron's
A startup TAMP is breaking new ground as a flat-fee (and very low cost) asset manager.
SEC Issues Guidance for Robo-Advisors, Investors
February 24, 2017 | ThinkAdvisor
Robos are fiduciaries under the Advisers Act, SEC says.
First Ascent Drops Fees to $500 on All Accounts
February 23, 2017 | ThinkAdvisor
Asset manager trades fee caps for flat fees on all accounts.
Discount pricing could lure more RIAs to outsource asset management
February 23, 2017 | Investment News
First Ascent Asset Management, which is billing itself as the first flat-fee asset manager, charges just $500 per adviser client.
Portfolio Strategist Introduces Flat Fee for All Accounts
February 22, 2017 | WealthManagement.com
Scott MacKillop’s First Ascent will charge $500 per account, no matter what size.
First Ascent Rolls Out Asset Management Industry’s First Flat-Fee Pricing for Financial Advisors
February 22, 2017 | Press Release
$500 fee shatters pricing paradigm, keeps value proposition.
Events
Here are events we will be attending in the near future. Hope to see you there.