OneAscent Family Offices is a leading financial advisory firm providing expert financial guidance to its clients. With a team of experienced professionals, OneAscent strives to deliver personalized and comprehensive financial solutions to individuals and families.
How does the advisor help clients – Key Takeaways:
– Personalized and comprehensive financial solutions
– Experienced and knowledgeable team of professionals
– Focus on long-term financial success
Facts and Insights
OneAscent Family Offices has a strong track record of helping clients achieve their financial goals. The firm’s success is driven by their commitment to understanding each client’s unique financial situation and creating a customized plan to meet their specific needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1B+ | 10+ | Over 20 years |
Financial Services Offered
OneAscent Family Offices offers a wide range of financial services to help clients achieve their financial goals. Some of the services include investment management, tax planning, estate planning, retirement planning, risk management, and philanthropic planning.
Client Types
OneAscent serves a diverse range of clients, including high-net-worth individuals, families, and businesses. The firm understands that each client’s financial needs and goals are unique and provides tailored solutions to meet their specific requirements.
Fees & Compensation
OneAscent Family Offices follows a transparent fee schedule and is committed to providing value for their services. The firm’s fees are based on a percentage of assets under management, ensuring that the advisors’ interests are aligned with the clients’ goals.
Background
OneAscent Family Offices was founded over 20 years ago with the mission of helping individuals and families achieve long-term financial success. The firm’s team of professionals brings a diverse range of experience and knowledge to the table, allowing them to provide comprehensive and innovative financial solutions.
Financial Advisor Disclosures to Know
Transparency and honesty are essential values for OneAscent Family Offices. The firm believes in disclosing any potential conflicts of interest to their clients. OneAscent’s advisors have a fiduciary duty to act in their clients’ best interests, and the firm fully discloses any compensation or benefit they may receive.
In conclusion, OneAscent Family Offices is a top financial advisory firm that helps clients achieve their financial goals through personalized and comprehensive solutions. With a track record of success and a commitment to transparency, OneAscent is an ideal partner for anyone seeking expert financial guidance.