Randall Morris is a CFP-designated registered investment advisor at Oneascent Family Offices, based in Birmingham, AL, with 21 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 78 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
23 Inverness Center Parkway, Birmingham, AL, 35242
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Regulatory History (1)
Customer Dispute
February 2024Other Business Activities
Randall is a board member for Westminster School, dedicating minimal time to the role. He also acts as a landlord for residential rental property, spending minimal time on this activity.
Employment History
Current Registrations
Oneascent Family Offices
Oneascent Wealth Management
Previous Registrations
Oneascent Financial Services LLC
Proequities, INC.Broker
Investment Advisors
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Southtrust Securities, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.