Ryan Haley is a CFP-designated registered investment advisor at Oneascent Family Offices, based in Birmingham, AL, with 1 years of industry experience. Ryan 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 Center Parkway, Birmingham, AL, 35242
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Oneascent Family Offices
Previous Registrations
Velerity Wealth, LLC
State Registrations1 state
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