Sara Bolen
Sara Bolen is a registered investment advisor at Oneascent Financial Services LLC, based in Birmingham, AL, with 26 years of industry experience. Sara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 4,188 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneAscent offers investment management services through Unified Managed Accounts and direct asset management. Fees generally range from 0.50% to 2.00% per year of the portfolio's value. These fees are negotiable and depend on factors like account size and complexity. Clients may also incur separate fees charged by overlay managers and third-party managers. Asset management for held away accounts generally varies from 0.50% to 1.00% per annum. Trading costs may vary from 0.02% to 0.15%.
Location
23 Inverness Parkway, Birmingham, AL, 35242
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Regulatory History (1)
Customer Dispute
October 2010Other Business Activities
Sara volunteers as a bookkeeper for a local non-profit organization, The Creativity Tank Inc. She dedicates minimal time to this activity each month.
Employment History
Current Registrations
Oneascent Financial Services LLC
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Fintegra Financial Solutions
Fintegra, LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.