ASL Financial is a registered investment advisor offering portfolio management and financial planning services. Investment management is provided through the VISION2020 Wealth Management Platform. Financial planning services include a comprehensive evaluation of a client's financial situation, covering personal finances, taxes, investments, insurance, retirement, and estate planning. ASL Financial also offers consulting services on specific financial topics.
Assets Under Management$190M
Clients190
Advisors1
Avg. per Client$980K
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $250K | 2.30% |
| $250K - $500K | 2.05% |
| $500K - $750K | 1.80% |
| $750K - $1.2M | 1.55% |
| $1.3M - $2.0M | 1.30% |
| $2.0M - $5.0M | 1.05% |
| $5M+ | 0.80% |
The advisory fee and minimum account size may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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