ONEASCENT WEALTH MANAGEMENT
Birmingham, Alabama
5.0
2 Reviews
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

39%

% Discretionary

98%
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
Selection of other advisers
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