Why Flat Fees
Better for Everyone
We’ve done the math and flat fees add up to an incredible business opportunity for us and a great benefit for the advisors we work with and the clients they serve.
We’ve done the math and flat fees add up to an incredible business opportunity for us and a great benefit for the advisors we work with and the clients they serve.
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!