Asset Strategies offers investment advisory services where they manage your investments for a fee based on the value of your portfolio. They also offer financial planning and consulting services for a separate fee. Asset Strategies allocates investments among stocks, bonds, mutual funds, and exchange traded funds. They may also recommend other professionals like attorneys or accountants, but you're not obligated to use them.
Assets Under Management$50M
Clients183
Advisors5
Avg. per Client$270K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.75% |
The investment advisory fee is negotiable at Registrant’s discretion, depending upon objective and subjective factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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