OneAscent Investment Solutions (OAIS) offers investment advisory programs and model portfolios to other professional advisors through managed accounts, proprietary strategies, and assistance. OAIS manages Collective Investment Trusts and registered investment companies, using a values-based investing approach. OAIS also acts as a third-party manager for other registered investment advisors, offering Core and Elite accounts.
Assets Under Management$640M
Clients23
Advisors1
Avg. per Client$28M
Avg. per Advisor$640M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.35% |
| $500K+ | 0.50% |
Core accounts (between $5,000 and $500,000) are charged 0.35% per year. Elite accounts (over $500,000) are charged 0.50% per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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