March 15, 2017 | RIA-Biz
First Ascent is using a flat, capped fee to fulfill a founder’s vision
News
A selection of company announcements and recent articles about First Ascent.
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.
February 2, 2017 | Investment Advisor
Advisors need to embrace change and be ready to evolve.
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.
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.
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.
Educated Investors Make Better, Happier Clients
October 6, 2016 | Financial Advisor IQ
Highlighting the importance of education in the Advisor-Investor relationship.
Events
Here are events we will be attending in the near future. Hope to see you there.