Oneascent Investment Solutions, LLC is a related adviser based in Birmingham. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Alabama.
Oneascent Investment Solutions provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has several streams of revenue. Clients pay Oneascent Investment Solutions, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Oneascent Investment Solutions, LLC performs its advisory services is located at 23 Iverness Parkway, Birmingham, AL 35242, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 2053139142. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.