Oneascent Financial Services LLC, based out of Birmingham, AL, is a reputable regional investment advisory firm that prides itself on providing comprehensive financial services to a diverse clientele. With a total of 56 dedicated employees, including 25 skilled professionals offering investment advisory services, Oneascent Financial stands out in the industry. Their commitment to excellence is evident in their impressive average of approximately $310,650,000 in assets under management per investment advisor, which exceeds the industry average.
The firm's compensation structure caters to their clients' needs, offering various opti...
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Assets Under Mgmt
$456.42M
Investment Professionals
25
Locations
14
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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