Astoria Strategic Wealth (ASW) offers financial planning and investment management services tailored to individual client needs. ASW provides services on both a discretionary and non-discretionary basis. ASW offers different service levels (Silver, Gold, and Platinum) with varying degrees of financial planning and investment management. ASW also offers hourly financial planning services.
Assets Under Management$480M
Clients177
Advisors7
Avg. per Client$2.7M
Avg. per Advisor$69M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.45% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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