Founded in 2015, First Ascent Asset Management was established with the mission to provide a better, more transparent, and cost-effective way for financial advisors to serve their clients. The company operates as a fiduciary, offering actively managed portfolios built on academic, evidence-based principles. By outsourcing investment management to First Ascent, advisors can focus more on financial planning and strengthening client relationships. The firm is known for its simple, all-inclusive flat-fee model, which contrasts with the traditional assets under management (AUM) fee structure common in the industry.

Founded in

United States