Assets Under Management
$5.2B
Number of Clients
72
Number of Advisors
7
Average Client AUM
$71.9M
AUM per Advisor
$739.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Asset Strategy Consultants offers investment advisory services including asset allocation analysis, investment guideline formulation, fiduciary audits, money manager searches, fee negotiation, performance measurement, cost analysis, fiduciary education, and custodian searches. They also provide research on alternative investments.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for accounts over $10MM.
Six North Park Drive, Suite 208, Hunt Valley, MD, 21030