Asb Capital Management LLC

Assets Under Management

$32.9B

Number of Clients

82

Number of Advisors

18

Average Client AUM

$400.8M

AUM per Advisor

$1.8B

Compensation

Fee-Only (AUM)

About This Firm

ASB Capital Management LLC (ASBCM) offers discretionary investment advice in equities, fixed-income securities, and real estate investments. They serve qualified individuals and institutional clients, including Taft-Hartley plans, pension programs, endowments, and corporations. ASBCM has two divisions: ASB Investment Management (ASBIM) and ASB Real Estate Investments (ASBREI).

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M1.00%
$10M+1.00%

Fees negotiable for amounts over $10,000,000. Smaller accounts may be subject to a minimum annual fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Location

7501 Wisconsin Avenue, West Tower, 13th Floor, Bethesda, MD, 20814

18 Advisors at this firm