Samuel Jauregui is a registered investment advisor at Oneascent Wealth Management, based in Birmingham, AL. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 927 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneAscent Wealth Management offers investment management services. Here's how the fees work:
- Unified Managed Accounts (UMAs): Fees range from 0.50% to 2.00% per year of the portfolio's value. The Overlay Manager (Adhesion or GeoWealth) and any third-party managers also charge separate fees.
- Non-UMA Clients: Fees range from 0.50% to 2.00% per year of the portfolio's value. 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 portfolio's value. 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 portfolio's value. In some cases, a flat fee may be charged. The third-party platform also charges a separate fee.
Fees are negotiable and depend on the 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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Current Registrations
Oneascent Wealth Management
State Registrations1 state
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