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.

Industry Press

“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.

Industry Press

Mt. Shasta Adventure

June 13, 2016 | RIABiz

The experts said it couldn’t-shouldn’t-be done but 17 advisors and execs displayed true RIA mettle.

Industry Press

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.

Company Announcement| client-friendly, fee structure, fees

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.”

Company Announcement| client-friendly, fee structure, fees

Industry Veterans Rethink Outsourced Investment Solutions for Advisors

May 30, 2016 | Press Release

We are challenging industry convention about how to build portfolios.

Company Announcement