Asset Strategy Consultants provides independent investment advisory and consulting services to institutional investors—such as retirement plan sponsors, endowments, foundations, and corporate insurance reserves—as well as private wealth individuals. Founded in 1991, Asset Strategy Consultants specializes in developing asset allocation strategies, formulating investment policies, conducting fiduciary audits, searching for and selecting independent money managers, and negotiating fees with custodians and third-party administrators. The firm does not manage individual securities directly; instead, it helps clients select and monitor unaffiliated money managers who maintain day-to-day discretionary control over client portfolios. Asset Strategy Consultants also offers research on alternative investments, including private equity, venture capital, private real estate, private credit, and hedge funds. Fees for ongoing consulting are charged as a percentage of the value of the portfolio under advisement, and the firm also handles project-based assignments for a flat fee or hourly rate.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Private wealth fee schedule shown. Fees are negotiable based on account size, complexity, and resources required. Institutional consulting and Outsourced Chief Investment Officer (OCIO) services have separate fee schedules.