OneAscent Wealth Management offers personalized investment management, unified managed accounts, financial planning, and financial consulting. The firm builds customized portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, and third-party managers. Clients can choose between discretionary management, where OneAscent makes trades on their behalf, and non-discretionary management, where client approval is required for trades. The firm also assists with specialized services like tax overlay management, held-away accounts, fee-based annuities, and insurance options. OneAscent emphasizes aligning investment strategies with each client's unique goals, financial timeline, and personal values.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally range from 0.50% to 2.00% per annum based on the market value of assets. Fees are negotiable based on account size, complexity, and other factors.