Finally, a better way for advisors to do
asset management:
STRENGTHEN CLIENT TRUST WITH
FLAT-FEE
TURNKEY
PORTFOLIOS
Simple. Sophisticated. Successful.
How First Ascent builds their porftfolios
Portfolios should be simple.
You don’t need 16 different investment vehicles wrapped up into a convoluted portfolio with extortionate management fees.
We believe that.
You believe that.
And First Ascent Asset Management lives by that.
Each of their portfolios are built to be simple and include…
✓ Low number of holdings
✓ Low trading costs
✓ Low internal expenses
✓ No proprietary products (and they don’t take payments of any kind from the firms of the funds they use)
✓ Available in a tax-sensitive versions
And they’re all built and monitored by their highly-experience Investment Committee comprised of mostly independent members to improve objectivity and infuse new perspectives in their deliberation.
All for a flat fee (more on that later).
Here’s what Mac MacKillop, their Director of Advisor Consulting, had to say about First Ascent’s investment choices…
“All of the decisions we make for our clients’ portfolios are the same decisions we make for our own portfolios - the same advice we would give our closest family and friends.”
Their portfolios are built with your clients’ best interests in mind.
Portfolio Options
Flat Annual Fees
You should know EXACTLY what you’re going to pay for asset management.
No hidden costs.
No price hikes.
No fees that scale alongside your company.
That’s why First Ascent charges a low, flat fee to all of their accounts - no matter their size.
So how have they been able to eschew traditional asset management fee schedules?
Economies of scale.
They use low-cost funds and ETFs in their portfolios
They maintain a low overhead
Their asset management doesn’t become more complex with larger accounts
But low fees don’t mean much if they do a poor job of managing portfolios and servicing clients.
That’s why they focus on five key areas:
Start by asking “What’s best for our clients?”
Build the best possible portfolios
Help clients become better investors through ongoing education
Keep fees and expenses low
Have the best team of experienced professionals
We think they’ve nailed it.
And that’s why we partnered with them.
