Astoria Strategic Wealth offers personalized financial planning and investment management services structured across different tiers (Silver, Gold, and Platinum) to match client needs and complexity. The firm's core services include building baseline financial goal plans, investment plan design with an Investment Policy Statement, and ongoing discretionary or non-discretionary investment management primarily utilizing exchange-traded funds, mutual funds, and individual securities. Depending on the chosen tier, Astoria Strategic Wealth also incorporates tax-efficient strategies, estate plan reviews, risk mitigation through insurance coverage analysis, and special situation support for business owner strategies, cash flow, and executive compensation. Additionally, the firm provides hourly financial planning consultations, pro bono services, and retirement plan consulting for plan sponsors. Astoria Strategic Wealth does not sell insurance products or receive commissions from insurance sales.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.45% |
Investment management fee is a flat 0.45% annually on managed assets. Financial planning is billed separately as an annual fixed fee depending on the service tier.
