Assets Under Management
$89.0M
Number of Clients
285
Number of Advisors
2
Average Client AUM
$312K
AUM per Advisor
$44.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Asset Solutions provides financial planning, asset management, and access to SEI's asset allocation platform. They tailor services to individual needs, starting with a comprehensive fact-finding process. Investment advice covers various investments, primarily mutual funds. They utilize Schwab for brokerage and custodial services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $200K | 1.15% |
| $200K - $300K | 1.05% |
| $300K - $400K | 0.95% |
| $400K - $500K | 0.85% |
| $500K - $600K | 0.75% |
| $600K - $700K | 0.65% |
| $700K - $800K | 0.55% |
| $800K+ | 0.45% |
Fees are calculated using a blended fee schedule.
8441 West Bowles Avenue, Suite 225, Littleton, CO, 80123