Dimensional Select Series - $50,000
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.
Collected advisor fees are sent to the advisor’s bank via ACH with a target date by the 15th of month following quarter-end.