Denver Asset Manager Promotes Flat-Fee Money Management

Denver Business Journal

By Monica Mendoza | September 16, 2016

Denver startup challenges traditional AUM fee structure.

Related Resources

Scott MacKillop opened First Ascent Management, a portfolio management firm, and charges a flat fee for services.

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!