Thomas Claud is a registered investment advisor at Oneascent Family Offices, based in Birmingham, AL, with 5 years of industry experience. Thomas 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
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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 Parkway, Birmingham, AL, 35242
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Oneascent Family Offices
Oneascent Financial Services LLC
Oneascent Wealth Management
Previous Registrations
Holland Advisory Services, INC.
State Registrations1 state
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.