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.

Company Announcement

The Dangers of Standing Still

February 2, 2017 | Investment Advisor

Advisors need to embrace change and be ready to evolve.

Industry Press

First Ascent Position Paper Explores Robo Advice Regulatory Issues

December 14, 2016 | Press Release

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

Industry Press

Is Regulation Driving Innovation in 401(k) Fee Models?

November 7, 2016 | 401(k) Specialist

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

Industry Press

First Ascent’s Householding Policy Makes Flat-Fee Asset Management A Reality

November 2, 2016 | Press Release

The householding policy continues First Ascent’s “road-less-traveled” effort to jettison the industry’s traditional pricing model.

Company Announcement, Industry Press

Educated Investors Make Better, Happier Clients

October 6, 2016 | Financial Advisor IQ

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

Industry Press

Scott MacKillop Battles the Robots

October 3, 2016 | WealthManagement.com

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

Industry Press

Denver Asset Manager Promotes Flat-Fee Money Management

September 16, 2016 | Denver Business Journal

Denver startup challenges traditional AUM fee structure.

Industry Press

If You Can Commoditize Asset Management, Will Advisors Be Next?

September 9, 2016 | ThinkAdvisor

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

Industry Press

Podcast: How a startup investment firm is blowing up the AUM pricing model

September 6, 2016 | Belay Advisor

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

Industry Press

Digital advice is lowering costs for clients. Why not for advisers too?

August 10, 2016 | Financial Planning

The industry must change its pricing or disappear.

Industry Press

When Fintech Meets Old-School Investing

July 29, 2016 | ETF.com

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

Industry Press

Go ahead and grill your financial adviser: Questions to ask

July 7, 2016 | USA Today

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

Industry Press

Newly Formed Firm Fires Broadside At Managed Account Fees

June 29, 2016 | Financial Advisor

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

Company Announcement

New Firm Caps Account Fees at $1,500

June 21, 2016 | ThinkAdvisor

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

Industry Press