OneAscent Financial Services offers investment advisory services to clients and their professional advisors. Services include managed accounts, proprietary strategies, and assistance to other investment advisors. They may manage assets on a discretionary or non-discretionary basis, and may allocate assets to a Unified Managed Account platform through their advisory affiliate, OneAscent Investment Solutions LLC. OneAscent also provides financial planning, tax preparation, and financial consulting services. The firm is biblically based and aims to align client assets with their values.
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%.