News and Events - First Ascent Asset Management

News
Events

News

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

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.

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

Events

Here are events we will be attending in the near future. Hope to see you there.

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News

GeoWealth Acquires First Ascent – Combining Platforms to Provide Advisors with a Tech-Forward, Full-Service TAMP

First Ascent maintains its brand identity and will operate as an independent subsidiary of GeoWealth
First Ascent Ranked as the #1 TAMP for the Fourth Year in a Row

In a land of giants, advisors give fast-growing First Ascent the top spot—again!