OneAscent Family Office offers comprehensive wealth management, asset management, and family office services primarily to high-net-worth individuals and families. The firm provides both discretionary and non-discretionary investment management, utilizing unified managed accounts through its affiliate, separate managers, and direct security selection. Clients can also access specialized tax overlay management, outsourced chief investment officer services, and comprehensive family office coordination, including governance, legacy planning, and liaison with third-party professionals. Financial planning is tailored to individual client goals, values, and family missions. The firm operates with a network of affiliated entities that provide various investment and administrative solutions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally vary from 0.50% to 2.00% per annum of the market value of assets. Fees are negotiable based on account size and complexity.