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?
News
Monthly Archives: February 2017
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.