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 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."
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!