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.
News
A selection of company announcements and recent articles about First Ascent.
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?
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.
When Fintech Meets Old-School Investing
July 29, 2016 | ETF.com
First Ascent uses new technology to provide low-cost, elegantly simple investment solutions.
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.
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.
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.
Startup Turns Portfolio Pricing on Its Head
June 20, 2016 | Financial Advisor IQ
“They’re turning the asset management pricing model on its head.”
Low-Fee Focus Spurs 401k Business Model Innovation
June 20, 2016 | 401K Specialist
First Ascent is on a mission to disrupt the 401(k) and portfolio management spaces.
“Ex-Frontier Boss Launches New Shop with Unique Fee Approach”
June 13, 2016 | FundFire
The assets under management fee schedule just didn’t seem to make any sense.
June 13, 2016 | RIABiz
The experts said it couldn’t-shouldn’t-be done but 17 advisors and execs displayed true RIA mettle.
First Ascent Launches New Outsourced Investment Solutions with Unique Industry-First Fee Schedule
June 8, 2016 | Globe NewsWire
First Ascent features a client-friendly fee schedule with an annual cap.
First Ascent Catches Industry by Surprise with a Client-Friendly Fee Schedule
May 30, 2016 | Press Release
“We…concluded that clients are paying too much for portfolio management services.”
Industry Veterans Rethink Outsourced Investment Solutions for Advisors
May 30, 2016 | Press Release
We are challenging industry convention about how to build portfolios.
Events
Here are events we will be attending in the near future. Hope to see you there.