Oneascent Wealth Management, a prominent investment advisory firm headquartered in Birmingham, AL, has firmly established itself as a trusted partner in the world of wealth management. With an impressive network of six offices, this local firm boasts a team of 37 skilled professionals, 14 of whom specialize in providing top-notch investment advisory services. Each investment advisor at Oneascent Wealth Management oversees an average of approximately $33,620,000 in assets under management, a testament to their expertise and commitment to delivering exceptional results.
Oneascent Wealth Management's compensation structure is design...
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Assets Under Mgmt
$470.67M
Investment Professionals
14
Locations
5
% 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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