Should You Outsource Your Investment Management?
If you’re thinking about outsourcing, read this first.
If you’re thinking about outsourcing, read this first.
An Interview with Scott MacKillop
First Ascent’s CEO Scott MacKillop admits flat fee pricing may not be for everyone.
First Ascent is using a flat, capped fee to fulfill a founder’s vision
Put this in your pocket: the best interest of the client is not just lip service; it’s a way of life.
An offering for the real issues facing advisors.
First Ascent Asset Management will manage any of your client portfolios, with a broad suite of services, for a flat $500. Will others follow?
A startup TAMP is breaking new ground as a flat-fee (and very low cost) asset manager.
Robos are fiduciaries under the Advisers Act, SEC says.
Asset manager trades fee caps for flat fees on all accounts.
First Ascent Asset Management, which is billing itself as the first flat-fee asset manager, charges just $500 per adviser client.
Scott MacKillop’s First Ascent will charge $500 per account, no matter what size.
$500 fee shatters pricing paradigm, keeps value proposition.
Advisors need to embrace change and be ready to evolve.
Paper proposes ways to regulate robos while allowing them to bring innovation to investment advice.
First Ascent maintains its brand identity and will operate as an independent subsidiary of GeoWealth
In a land of giants, advisors give fast-growing First Ascent the top spot—again!