Ian Morrison
Ian Morrison is a registered investment advisor at Oneascent Financial Services LLC, based in Crystal Lake, IL, with 4 years of industry experience. Ian 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
181 N Virginia St., Crystal Lake, IL, 60014
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Ian works as an assistant to an advisor/IAR for One Ascent Financial Services, doing business as The Cornerstone Financial Group Inc., dedicating about half of his time to this role. He also works at PKS, a broker dealer.
Employment History
Current Registrations
Oneascent Financial Services LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations3 states
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