Asset Strategies, INC
Assets Under Management
$50.2M
Number of Clients
183
Number of Advisors
4
Avg. Portfolio per Client
$274K
Avg. Managed per Advisor
$12.5M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Asset Strategies, Inc. offers investment advisory services where they manage your investments based on your goals. They also provide financial planning and consulting services, covering investment and non-investment matters like estate planning. If you need extra planning help, they may charge a separate fee. They primarily invest in stocks, bonds, mutual funds, and exchange-traded funds. They may also recommend other professionals like attorneys or accountants, but you're free to choose your own.
Fee Structure
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. For example, the Registrant may reduce its fee schedule above for accounts or portions of accounts holding U.S. treasury notes.
Fee Estimator
Areas of Practice
Location
4722 Main St., Lisle, IL, 60532