ASB Capital Management LLC provides investment management services, focusing on equities, fixed-income securities, and real estate investments. The firm works with qualified individuals and various institutional clients, including pension programs, endowments, and foundations. ASB Capital Management operates through two main divisions: the investment management division, which handles equity and fixed-income portfolios tailored to client objectives, and the real estate investments division, which manages commercial real estate properties through pooled funds and separately managed accounts. The firm builds customized investment programs by assessing factors such as risk tolerance, return requirements, liquidity needs, and capital preservation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 1.00% |
Rates shown are for balanced and equity accounts. Fixed-income accounts are charged 0.75% up to $10,000,000. Fees are negotiable for amounts over $10,000,000. Smaller accounts may be subject to a minimum annual fee.