Assets Under Management
$360.2M
Number of Clients
43
Number of Advisors
9
Average Client AUM
$8.4M
AUM per Advisor
$40.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
OneAscent Family Office provides investment advisory and family office services to high net worth clients. Services include asset management, financial planning, and family office services such as goals assessment, legacy planning, and coordination with third-party professionals.
23 Inverness Center Parkway, Birmingham, AL, 35242