First Ascent Asset Management Named Finalist for WealthManagement.com Industry Awards
June 15, 2018 | Press Release
Annual awards program recognizes outstanding organizations that support financial advisor success.
First Ascent Asset Management Named Finalist for WealthManagement.com Industry Awards
June 15, 2018 | Press Release
Annual awards program recognizes outstanding organizations that support financial advisor success.
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.
First Ascent’s Householding Policy Makes Flat-Fee Asset Management A Reality
November 2, 2016 | Press Release
The householding policy continues First Ascent’s “road-less-traveled” effort to jettison the industry’s traditional pricing model.
Newly Formed Firm Fires Broadside At Managed Account Fees
June 29, 2016 | Financial Advisor
First Ascent plans to disrupt the managed account business on three fronts. Learn how.
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.
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."
Industry Veterans Rethink Outsourced Investment Solutions for Advisors
May 30, 2016 | Press Release
We are challenging industry convention about how to build portfolios.
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!