Assets Under Management
$639.8M
Number of Clients
23
Number of Advisors
1
Average Client AUM
$27.8M
AUM per Advisor
$639.8M
Compensation
Fee-Only (AUM)
OneAscent Investment Solutions (OAIS) offers investment advisory programs and model portfolios to other professional advisors, manages Collective Investment Trusts (CITs), manages registered investment companies, and acts as a third-party manager for other registered investment advisers. OAIS uses a values-based investing approach.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.35% |
| $500K+ | 0.50% |
23 Iverness Parkway, Suite 100, Birmingham, AL, 35242