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?
News
A selection of company announcements and recent articles about First Ascent.
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.