How does the advisor help clients – Key Takeaways:
ONEASCENT FINANCIAL SERVICES LLC is a respected financial advisory firm that prides itself on providing expert financial guidance to its clients. With a team of experienced advisors and a wide range of services, the firm is dedicated to helping individuals and businesses achieve their financial goals.
Facts and Insights:
Founded in 2005, ONEASCENT FINANCIAL SERVICES LLC has been in business for over 15 years, establishing a strong track record of success and trust within the industry. Currently, the firm manages over $500 million in assets, with a team of 10 financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
ONEASCENT FINANCIAL SERVICES LLC offers a wide range of financial services to its clients, including investment management, retirement planning, tax planning, and estate planning. This comprehensive approach allows clients to receive all of their financial advice and services in one place, making the process more convenient and efficient.
Client Types:
The firm serves a diverse range of clients, including individuals, families, and businesses of all sizes. ONEASCENT FINANCIAL SERVICES LLC understands that each client has unique financial goals and needs, and works closely with them to develop personalized strategies to help achieve those goals.
Fees & Compensation:
ONEASCENT FINANCIAL SERVICES LLC operates on a fee-based model, meaning that they charge a percentage of assets under management as their fee. This aligns the firm’s interests with those of their clients, as their compensation is directly tied to the success of their clients’ investments.
Background:
The team at ONEASCENT FINANCIAL SERVICES LLC is made up of highly experienced and knowledgeable financial advisors who are dedicated to providing top-notch services to their clients. They pride themselves on staying up to date with the latest industry trends and best practices, ensuring that clients receive the most informed and effective guidance.
Financial Advisor Disclosures to Know:
As a registered investment advisor, ONEASCENT FINANCIAL SERVICES LLC is required to disclose any potential conflicts of interest to clients. They are committed to transparency and will always provide clients with this information before any business is conducted.