WHERE LIFE PLANNING & FINANCIAL PLANNING COME TOGETHER
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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Managing Your Money Shouldn't Cost An

Personalized Portfolio management for as little as $14.99 per month

Whether it's due to cost, time restraints or interest, many Millennials aren't yet ready to establish an ongoing relationship with a financial planner.

That's okay.

We believe that everyone deserves access to affordable investment advice from a CERTIFIED FINANCIAL PLANNER™ and personal wealth coach, regardless of their net worth or budget. So, we've simplified our process and created a more scalable solution to offer Millennials with less than $50,000 in assets the chance to hire a professional money manager for an affordable annual fee of just $14.99 per month.

This includes:

  • An investment policy statement (IPS) detailing a personalized investment strategy.
  • Investment accounts at TD Ameritrade.

*For a limited time only*

Any financial planning needs outside the scope of this deal will be available at an hourly rate. Available for first-time clients with total investment assets under $50,000. Once assets exceed the $50,000 threshold, we'll charge an annual fee based on our fee schedule.  Ticket charges aren't included.

 
 
 
 

Sign Up Here

Someone from my team will reach out with more information

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The Process

  1. You sign up for our program and pay the first month of fees.
  2. We send you our discovery form by email.
  3. You take twenty minutes or so and diligently fill out the discovery form and click submit.
  4. We build your portfolio, determine which types of accounts to open and send you a customized IPS for your acceptance.
  5. Once you accept, we'll send you paperwork that has to be electronically signed. 
  6. Three-to-five business days later you're up and running on TD Ameritrade.  You can login at anytime to see your portfolio.
  7. While you can text or email us at anytime, we'll reach out (via text message) each quarter to discuss performance and to see if you have any questions.  We'll also notify you each time we rebalance your portfolio.
 
 
 

Our Strategies

Based on your answers on our discovery form, we'll put you into one of the following strategies.

 
 

 

The Yogi Berra

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The Ricky Henderson

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The Reggie Jackson

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The core of each portfolio is the low-cost “engine” that drives its performance. It can represent between 50% and 100% of the portfolio.

Satellites may be added to a portfolio if we believe that they can improve the portfolio’s performance. There may be times when a portfolio has no satellites and consists entirely of its core. But we may add one or more satellites representing up to 50% of the portfolio.

We add satellites for one of three reasons: (1) because we believe an active manager is skilled and can add value to the portfolio, (2) to gain exposure to an asset class not represented in the core or (3) to increase exposure to an asset class that is represented in the core.

Our portfolios have a “normal” allocation target for equities and fixed income assets. They also have “normal” allocation targets for US equities vs. international equities and US fixed income vs. international fixed income. We may adjust any of these targets by plus or minus 5%.

In the case of individual client portfolios, the ups and downs of the securities markets will affect the relative values of the individual investments in the portfolio over time. So we rebalance each portfolio annually.

The information shown above is provided only as an example of how the Global Explorer 20 portfolio might have been constructed at a point in time and as an illustration of the type of information First Ascent regularly provides about its portfolios. This information is not intended to represent the current allocation or composition of the Global Explorer 20 portfolio and should not be viewed as an investment recommendation. Contact us to obtain this information directly from First Ascent.

 
 
 
 

Sign Up Here

Someone from my team will reach out with more information

Name *
Name
$
 
 
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