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OneAscent Wealth Management

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Total assets under management

$431,684,302

More info

Total clients

913

13% high-net worth

Total advisors

9

of 24 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

101

Average account size

$472,820

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Financial planning fixed fees typically between $0 and $15,000, and in special circumstances can exceed $100,000; financial consulting fixed fees between $500 and $4,000 per annum; asset management flat fees between $1,000 and $100,000 per annum in limited circumstances.

Percentage

0.50% to 2.00% per annum (negotiable based on account size, complexity, and other factors)

Project-based

Financial planning hourly rates between $125 and $500 per hour depending on professional.

Other

Account minimum: No specified minimum account size; however, some clients accessing multiple asset management styles, specifically third-party managers, may be required to have an account minimum. Minimum fee: Flat fees between $1,000 and $100,000 per annum for asset management in limited circumstances; fixed fees for financial consulting between $500 and $4,000 per annum.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

OneAscent Wealth Management

23 Inverness Center Parkway

Birmingham AL 35242, United States

Number of offices

5

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook YouTube Website 205-313-9142

Advisors at this firm

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Robert L

CFP®, Series 66

Birmingham, AL

OneAscent Wealth Management
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Brent W

Series 63, Series 66

Columbia, TN

OneAscent Wealth Management
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Samuel J

Series 65

Birmingham, AL

OneAscent Wealth Management
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Gary H

Series 65

Birmingham, AL

OneAscent Wealth Management
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Faustino M

CFP®, Series 66

Pensacola, FL

OneAscent Wealth Management
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Justin C

Series 65, Series 66

Myrtle Beach, SC

OneAscent Wealth Management
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Mark T

Series 63, Series 65

Indian Harbor Beach, FL

OneAscent Wealth Management
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