Asset Strategies provides personalized investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm builds customized portfolios primarily using individual stocks, bonds, exchange-traded funds, and mutual funds, matching investments to each client's specific goals. In addition to managing portfolios, Asset Strategies offers financial planning and consulting covering retirement, estate, and insurance planning. The firm typically recommends Charles Schwab & Co. as the custodian for client investments. Asset Strategies operates as a registered investment advisor based in Lisle, Illinois, with roots dating back to 1982.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable based on account size, portfolio composition, complexity, and other factors.