Erin Gilbert is a registered investment advisor at Oneascent Financial Services LLC, based in Bluffton, IN, with 9 years of industry experience. Erin 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
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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
1127 N. Main St., Bluffton, IN, 46714
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Oneascent Financial Services LLC
Previous Registrations
Gateway Wealth Partners, LLC
Advisors' Pride INC.
LPL Financial LLCBroker
State Registrations2 states
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