client-friendly Archives - First Ascent Asset Management

News Articles with Tag: client-friendly

July 13, 2017 | ETF.com

First Ascent Asset Management is a newcomer in the ETF strategist space.

June 8, 2016 | Globe NewsWire

First Ascent features a client-friendly fee schedule with an annual cap.

May 30, 2016 | Press Release

“We…concluded that clients are paying too much for portfolio management services."

First Ascent Launches First Flat-Fee, Multi-Factor, Open Architecture Portfolios

First Ascent’s already robust offering of portfolios becomes even stronger with the Factor Select series.
PODCAST: Revolutionizing Asset Management

Our host, Matt Halloran, is continuously looking to bring on guests who offer something unique and different that you can apply to your own practice to stand out from the advisor down the street. Joining Matt today is industry veteran Scott MacKillop to discuss his revolutionary business, First Ascent Asset Management. Here are just a … Read More