Bailey Ziemski Harwood

Financial planning fixed fees typically $0 to $15,000, can exceed $100,000; Financial consulting fixed fees $500 to $4,000 annually; Asset management flat fees $1,000 to $100,000 per annum; Tax preparation fixed fees vary.

$0+: Generally 0.50% to 2.00% per annum (negotiable) for Unified Managed Accounts (Adhesion and GeoWealth) $0+: Generally 0.50% to 2.00% per annum (negotiable) for Unified Managed Accounts (Natixis) $0+: Generally 0.50% to 2.00% per annum (negotiable) for Asset Management for Non-UMA Clients $0+: Generally 0.50% to 1.00% per annum (negotiable) for Asset Management for Held Away Accounts

Certain professionals are registered representatives of Purshe Kaplan Sterling Investments, Inc. and receive customary commissions for sales of securities.

Financial planning hourly fees typically $125 to $500 per hour.

Account minimum: OneAscent does not have a specified minimum account size. Some clients wishing to access multiple asset management styles, specifically third party managers, may be required to have an account minimum (amount not specified). Fee-only: Financial Planning: Hourly fees $125-$500; Fixed fees $0-$15,000, can exceed $100,000; Financial Consulting Fixed fees $500-$4,000 annually; Tax Preparation fees vary (case-by-case); Back-office services negotiable flat or hourly; Flat fees for asset management $1,000-$100,000 annually.