Flat-Fee Outsourced Portfolio Management

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Flat-Fee Outsourced Portfolio Management

Offered by First Ascent Asset Management
Reduced Fee: 0.35% of AUM with an annual household cap of $1,200
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  • Description
  • Advantage
  • Benefits
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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

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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.