OneAscent Wealth Management offers investment management and financial planning services. Investment management can be discretionary or non-discretionary. The firm may use Unified Managed Accounts (UMAs) through its affiliate, OneAscent Investment Solutions LLC. Financial planning covers various aspects of a client's financial situation and goals. OneAscent also provides financial consulting services. They also offer investment advisory services for pooled retirement plans and participant-directed retirement plans.
Assets Under Management$480M
Clients927
Advisors13
Avg. per Client$510K
Avg. per Advisor$37M
Fee Structure
Investment management only (planning not offered)
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.
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