Our standard flat fee schedule applies to households up to $3M. There are additional costs and risks associated with larger households, and First Ascent applies a fee adjustment in those cases. Contact First Ascent to discuss pricing prior to submitting an application for a household over $3M.
There are three options for how First Ascent’s fees can be billed. Each advisor should choose one method as their default.
First Ascent can accommodate many different fee calculation methodologies for advisors. These include:
Fees can also be billed prorated across all accounts in a client household or taken from any single account(s).
Advisors can also include a separate financial planning fee.
Collected advisor fees are sent to the advisor’s bank via ACH with a target date by the 15th of month following quarter-end.