Alexander Peloquin is a registered investment advisor at Oneascent Financial Services LLC, based in Kennewick, WA, with 7 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 4,188 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneAscent offers investment management services through Unified Managed Accounts and direct asset management. Fees generally range from 0.50% to 2.00% per year of the portfolio's value. These fees are negotiable and depend on factors like account size and complexity. Clients may also incur separate fees charged by overlay managers and third-party managers. Asset management for held away accounts generally varies from 0.50% to 1.00% per annum. Trading costs may vary from 0.02% to 0.15%.
Location
5401 Ridgeline Drive, Suite 120, Kennewick, WA, 99338
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexander is involved with two outside business activities. He spends nearly full-time managing investment advisory accounts and preparing financial plans for One Ascent Financial Services DBA 2-24 Wealth Group, and dedicates minimal time to para-planning for ELEMSA LLC.
Employment History
Current Registrations
Oneascent Financial Services LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Waddell & Reed
Waddell & ReedBroker
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.