OneAscent Family Office provides investment advice and family office services to high-net-worth individuals. Services include asset management (discretionary or non-discretionary), unified managed accounts, financial planning, and family office services like goals assessment, legacy planning, and coordination with other professionals. OneAscent may allocate assets to its advisory affiliate, OneAscent Investment Solutions LLC, for unified managed accounts.
Assets Under Management$540M
Clients78
Advisors11
Avg. per Client$7M
Avg. per Advisor$49M
Fee Structure
Planning is included in investment management (also available separately)
OneAscent Family Office offers investment management as part of its services. Here's how the fees work:
- Unified Managed Accounts (UMA): Fees range from 0.50% to 2.00% per year of the market value of your assets in the UMA. This is in addition to separate fees charged by the Overlay Managers (Adhesion and GeoWealth) and third-party managers.
- Non-UMA Clients: Fees range from 0.50% to 2.00% per year of the market value of assets managed. In some cases, a flat fee between $1,000 and $100,000 per year may be charged.
- Held Away Accounts: Fees range from 0.50% to 2.00% per year of the market value of assets managed. In some cases, a flat fee may be charged. Pontera also charges a separate fee.
- Fee-Based Annuities and Insurance: Fees range from 0.50% to 2.00% per year of the market value of assets managed. In some cases, a flat fee may be charged. The third-party platform also charges a separate fee.
Fees are negotiable and depend on factors like account size and complexity.
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