Flat-Fee Outsourced Portfolio Management
Flat-Fee Outsourced Portfolio Management
Flat Fees Are Here. Simple. Transparent. Easy.
First Ascent Asset Management is the first and only flat-fee outsourced portfolio manager in the industry today. We’re an award-winning firm with award winning technology. We offer five series of portfolios to accommodate a wide range of advisor and client needs and preferences. Each series has five different risk levels and is also available in a tax-sensitive version.
Global Explorer Series - Combines active and passive strategies
Global ETF Series - Provides low cost passively managed global diversification
ESG Global Core - Emphasizes investments in companies with positive records on environmental, social, and corporate governance issues
Factor Select - Provides a diversified mix of factor exposures
Dimensional Select - Provides strategies consisting primarily of DFA mutual funds.
Chalice Network Advantage
Reduced fee: 0.35% of AUM with an annual household cap of $1,200. (Regular household cap: $1,400) *See ADV for more fee information
Benefits
Outsourcing your portfolio management is one of the best ways you can grow your firm. Members have access to:
A Strong Investment Offering
- Our six-member investment team includes 4 CFA charter holders, a Ph.D. economist, and a CFP®/CIMA/CAIA.
Services to Support and Grow Your Business
- We handle all trading, rebalancing, performance reporting, billing, and account administration.
Digital Support to Enhance Your Clients’ Experience
- Award-winning online account onboarding system, client and advisor portals, and private labeling/advisor branding.
Content to Strengthen Your Client Relationships
- Research, white papers, webinars, commentary, and other tools to help you communicate and educate.